feat: sealing robustness (#1170)

A series of changes to improve sealing robustness avoiding errors that
have appeared during monitoring.

Additionally handles the recently published CVE affecting the
`pdfjs-dist` library.

.env.example

@@ -40,16 +40,6 @@ 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)
-NEXT_PRIVATE_SIGNING_TRANSPORT="local"
-# OPTIONAL: Defines the passphrase for the signing certificate.
-NEXT_PRIVATE_SIGNING_PASSPHRASE=
-# OPTIONAL: Defines the file contents for the signing certificate as a base64 encoded string.
-NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS=
-# OPTIONAL: Defines the file path for the signing certificate. defaults to ./example/cert.p12
-NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=
-
 # [[STORAGE]]
 # OPTIONAL: Defines the storage transport to use. Available options: database (default) | s3
 NEXT_PUBLIC_UPLOAD_TRANSPORT="database"
@@ -85,7 +75,7 @@ NEXT_PRIVATE_SMTP_APIKEY=
 # OPTIONAL: Defines whether to force the use of TLS.
 NEXT_PRIVATE_SMTP_SECURE=
 # REQUIRED: Defines the sender name to use for the from address.
-NEXT_PRIVATE_SMTP_FROM_NAME="No Reply @ Documenso"
+NEXT_PRIVATE_SMTP_FROM_NAME="Documenso"
 # REQUIRED: Defines the email address to use as the from address.
 NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@documenso.com"
 # OPTIONAL: The API key to use for Resend.com

.github/workflows/ci.yml

@@ -41,7 +41,7 @@ jobs:
         uses: docker/setup-buildx-action@v3
 
       - name: Cache Docker layers
-        uses: actions/cache@v3
+        uses: actions/cache@v4
         with:
           path: /tmp/.buildx-cache
           key: ${{ runner.os }}-buildx-${{ github.sha }}

.github/workflows/codeql-analysis.yml

@@ -33,9 +33,9 @@ jobs:
       - uses: ./.github/actions/cache-build
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v2
+        uses: github/codeql-action/init@v3
         with:
           languages: ${{ matrix.language }}
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v2
+        uses: github/codeql-action/analyze@v3

.github/workflows/e2e-tests.yml

@@ -33,7 +33,7 @@ jobs:
       - name: Run Playwright tests
         run: npm run ci
 
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: test-results

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

@@ -27,7 +27,7 @@ jobs:
 
       - name: Check Assigned User's Issue Count
         id: parse-comment
-        uses: actions/github-script@v5
+        uses: actions/github-script@v6
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           script: |

.github/workflows/issue-labeler.yml

@@ -0,0 +1,25 @@
+name: Auto Label Assigned Issues
+
+on:
+  issues:
+    types: [assigned]
+
+jobs:
+  label-when-assigned:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Label issue
+        uses: actions/github-script@v6
+        with:
+          github-token: ${{secrets.GITHUB_TOKEN}}
+          script: |
+            const issue = context.issue;
+            // To run only on issues and not on PR
+            if (github.context.payload.issue.pull_request === undefined) {
+              const labelResponse = await github.rest.issues.addLabels({
+                owner: issue.owner,
+                repo: issue.repo,
+                issue_number: issue.number,
+                labels: ['status: assigned']
+              });
+            }

.github/workflows/issue-opened.yml

@@ -17,5 +17,5 @@ jobs:
               issue_number: context.issue.number,
               owner: context.repo.owner,
               repo: context.repo.repo,
-              labels: ["needs triage"]
+              labels: ["status: triage"]
             })

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

@@ -2,14 +2,14 @@ name: 'PR Review Reminder'
 
 on:
   pull_request:
-    types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
+    types: ['opened', 'ready_for_review']
 
 permissions:
   pull-requests: write
 
 jobs:
   checkPRs:
-    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
     runs-on: ubuntu-latest
     steps:
       - name: Checkout

.github/workflows/stale.yml

@@ -12,7 +12,7 @@ jobs:
       pull-requests: write
 
     steps:
-      - uses: actions/stale@v4
+      - uses: actions/stale@v5
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
           days-before-pr-stale: 90

.gitpod.yml

@@ -6,7 +6,7 @@ tasks:
       set -a; source .env &&
       export NEXTAUTH_URL="$(gp url 3000)" &&
       export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
-      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)" 
+      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
     command: npm run d
 
 ports:
@@ -25,20 +25,10 @@ ports:
   - port: 2500
     visibility: private
     onOpen: ignore
-  - port: 54320 
-    visibility: private 
+  - port: 54320
+    visibility: private
     onOpen: ignore
 
-
-github:
-  prebuilds:
-    master: true
-    pullRequests: true
-    pullRequestsFromForks: true
-    addCheck: true
-    addComment: true
-    addBadge: true
-
 vscode:
   extensions:
     - aaron-bond.better-comments
@@ -47,9 +37,5 @@ vscode:
     - esbenp.prettier-vscode
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
-    - GitHub.copilot-chat
-    - GitHub.copilot-labs
-    - GitHub.copilot
     - GitHub.vscode-pull-request-github
     - Prisma.prisma
-    - VisualStudioExptTeam.vscodeintellicode

README.md

@@ -82,7 +82,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
 - [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
-- [Node SignPDF](https://github.com/vbuch/node-signpdf) - Digital Signature
+- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
 - [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
 - [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments

SIGNING.md

@@ -17,7 +17,8 @@ For the digital signature of your documents you need a signing certificate in .p
    `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
 
 4. You will be prompted to enter a password for the p12 file. Choose a strong password and remember it, as you will need it to use the certificate (**can be empty for dev certificates**)
-5. Place the certificate `/apps/web/resources/certificate.p12`
+
+5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
 
 ## Docker
 

apps/marketing/content/blog/building-documenso-pt1.mdx

@@ -1,6 +1,6 @@
 ---
 title: 'Building Documenso — Part 1: Certificates'
-description: In today's fast-paced world, productivity and efficiency are crucial for success, both in personal and professional endeavors. We all strive to make the most of our time and energy to achieve our goals effectively. However, it's not always easy to stay on track and maintain peak performance. In this blog post, we'll explore 10 valuable tips to help you boost productivity and efficiency in your daily life.
+description: Let's take a look why you need a signing certificate and how Documenso does it.
 authorName: 'Timur Ercan'
 authorImage: '/blog/blog-author-timur.jpeg'
 authorRole: 'Co-Founder'

apps/marketing/content/blog/building-documenso-pt2.mdx

@@ -0,0 +1,117 @@
+---
+title: 'Building Documenso — Part 2: Signature Validity'
+description: Is a signature valid? And what does that mean? It's a surprisingly complex question; let's take a look.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-04-05
+tags:
+  - Document Signature
+  - Certificates
+  - Signing
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/eu-validate-1.png"
+    width= "650"
+    height= "650"
+    alt= "A report card for signature validity."
+  />
+
+  <figcaption className="text-center">
+    If a tree does not comply with the EU trust list, does it make a sound when validating?r
+  </figcaption>
+</figure>
+
+> TLDR; Signatures can be valid and compliant for different signature levels, even if some validators show higher-level errors. Not all helpful security measures are mandated by law.
+
+# A valid question
+
+A few days ago, an early adopter brought up this question in our [Discord](https://documen.so/discord):
+
+<figure>
+  <MdxNextImage
+    src="/blog/eu-validate-2.png"
+    width= "650"
+    height= "650"
+    alt= "A report card for signature validity."
+  />
+
+  <figcaption className="text-center">
+    You can check out the validator here: [https://documen.so/eu-validator](https://documen.so/eu-validator)
+  </figcaption>
+</figure>
+
+For those unfamiliar with the tool, he used the validator tool of the EU's Digital Signature Service (DSS) Framework to check the signature of a document signed with Documenso. The EU provides this tool to help users and providers check the validity level of their signatures.
+
+A short refresher from [Building Documenso — Part 1: Certificates](https://documen.so/certs):
+
+> Documenso inserts all visual signatures into the document and then seals it using the "Documenso Inc." corporate certificate. This makes the resulting PDF document tamper-proof and guarantees it hasn't changed since signing.
+
+Before we answer if the document was signed correctly, we need to understand what the goal was.
+
+There are three signature levels in the European eIDAS regulation:
+
+1. **Simple Electronic Signatures (Level 1/ SES):** This is just a visual signature or even a checkbox on a document.
+
+2. **Advanded Electronic Signatures (Level 2/ AES)**: An actual crypographic signature (not just a seal on the whole document, but a specific signature), using a certificate linked to the identification data of the signer.
+
+3. **Qualified Electronic Signatures (Level 3/ QES):** Same as 2. but done by a government-certified entity on certified hardware and after identifying the signer with an official ID document (e.g., passport)
+
+> 💡 Side Note: Number 2 (AES) is how most people imagine digital signatures. But most of the market uses 1. plus a seal on the whole document under the name of the signing provider (e.g., Documenso). The signer's data is only inserted visually, not in the actual signature. Why? One of the reasons is that it's much easier, and without a readily available open source framework to draw from, it is quite tricky to build. This is something we aim to build (which many have done) and open source (which no one has done).
+
+From the perspective of eIDAS, Documenso offers Level 1/ SES signatures since it does not adhere to all of the requirements of Level 2/ AES. This means that, technically, there is no legal need to seal the document to achieve this level of validity (at least within eIDAS). We do it anyway since it improves the level of confidence users can have in the signed document. Sealing the document, even though not legally required, is a great example of Documenso's approach to signatures. First, we aim to provide all legal requirements for a given use case. Then, we add any protection that can be added without unwarranted friction to the creation of the signature.
+
+## Not if valid, but how valid
+
+**Q: So, is the signature in the image valid?**
+
+A: Yes, as an eidas Level 1 SES.
+
+**Q: Then why does it say "Unable to build a certificate chain up to a trusted list"**
+
+A: The certificate we use to seal the document after inserting the signatures is not on the EU Trust list.
+
+**Q: Does that mean it is less secure?**
+
+A: No, it means the provider (Wisekey) is not on a list maintained by the EU. The cryptographic signature is just as strong as any other
+
+For someone who does not deal with this stuff daily, this can be hard to comprehend. Whether you use a certificate you generated yourself, one generated by a certificate authority (CA) like Wisekey, or one by another on the EU trust list (e.g., Bundesdruckerei), the cryptographic security guaranteeing that the document has not been tampered with is always the same. Many providers like Documenso, DocuSign, PandaDoc, and Digisigner all use this method for their regular plans. That means if you were to run a document signed by them through the validator above, the result would be the same[1]. The interesting question is why? Why do it like this?
+
+## Certificate Infrastructure is broken
+
+While there are some actual expenses involved in providing AES and QES, the blunt reality is that it's just good business to charge for them per signature, making it unsuitable for the "standard offerings"; almost no one has the resources to set this up themselves. While this initial process of becoming a QES-certified entity is really expensive, selling the certificates afterward is very lucrative. This leads to less innovation in the space and only big players providing these high-compliance services. Even certificates only used to seal documents without being QES certified are sold for a large range of prices, and they cost almost nothing to produce.
+
+## Why Though?
+
+**Q: Why do people buy a certificate for money and not just generate one themselves? Isn't the cryptographic security the same?**
+
+A: Self-generated certificates are not recognized for higher-level compliance signatures like QES
+
+**Q: So if you don't need higher-level signatures, you could just generate one yourself?**
+
+A: Yes, you could. Since eIDAS Level 1 does not require a cert, you could use your own.
+
+**Q: Why don't more people?**
+
+A: One reason is that apart from the EU trust list, there are others, like the Adobe trust list. While not legally required, being on that one (like Wisekey) gives you a green checkmark in Adobe PDF, which is how most people check signature validity.
+
+**Q: Not a question, but all of this sounds weird**
+
+A: It is. This is one of the reasons why Documenso exists. We plan to make this easier.
+
+**Q: How?**
+
+A: By explaining and providing easy-to-use tools and eventually free, highly compliant signature certificates for everyone.
+
+Eventually, we plan to start a free certificate authority called Let's Sign, named after another instituion that broke the paid certificate paradigm to the benefit of the internet: [Let's Encrypt](https://letsencrypt.org/).
+
+As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments.
+
+Best from Hamburg\
+Timur
+\
+\
+\
+[1] The signature format (e.g. PKCS7-B) will vary. It's the format what the signature inserted into the document looks like. eIDAS itself does not specifically require any given format, but the PAdES defined by the EU is mostly used by european providers.

apps/marketing/next.config.js

@@ -2,6 +2,7 @@
 const fs = require('fs');
 const path = require('path');
 const { withContentlayer } = require('next-contentlayer');
+const { withAxiom } = require('next-axiom');
 
 const ENV_FILES = ['.env', '.env.local', `.env.${process.env.NODE_ENV || 'development'}`];
 
@@ -17,11 +18,15 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
+const FONT_NOTO_SANS_BYTES = fs.readFileSync(
+  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
+);
+
 /** @type {import('next').NextConfig} */
 const config = {
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign', 'playwright'],
     serverActions: {
       bodySizeLimit: '50mb',
     },
@@ -37,6 +42,7 @@ const config = {
   env: {
     NEXT_PUBLIC_PROJECT: 'marketing',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
+    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {
@@ -95,4 +101,4 @@ const config = {
   },
 };
 
-module.exports = withContentlayer(config);
+module.exports = withAxiom(withContentlayer(config));

apps/marketing/package.json

@@ -19,6 +19,7 @@
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
     "@hookform/resolvers": "^3.1.0",
+    "@openstatus/react": "^0.0.3",
     "contentlayer": "^0.3.4",
     "framer-motion": "^10.12.8",
     "lucide-react": "^0.279.0",
@@ -26,6 +27,7 @@
     "micro": "^10.0.1",
     "next": "14.0.3",
     "next-auth": "4.24.5",
+    "next-axiom": "^1.1.1",
     "next-contentlayer": "^0.3.4",
     "next-plausible": "^3.10.1",
     "perfect-freehand": "^1.2.0",

apps/marketing/src/api/claim-plan/fetcher.ts

@@ -1,4 +1,5 @@
-import { TClaimPlanRequestSchema, ZClaimPlanResponseSchema } from './types';
+import type { TClaimPlanRequestSchema } from './types';
+import { ZClaimPlanResponseSchema } from './types';
 
 export const claimPlan = async ({
   name,

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

@@ -2,10 +2,8 @@
 
 import React, { useEffect, useState } from 'react';
 
-import Image from 'next/image';
 import { usePathname } from 'next/navigation';
 
-import launchWeekTwoImage from '@documenso/assets/images/background-lw-2.png';
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { cn } from '@documenso/ui/lib/utils';
@@ -48,16 +46,8 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
         })}
       >
         {showProfilesAnnouncementBar && (
-          <div className="relative inline-flex w-full items-center justify-center overflow-hidden px-4 py-2.5">
-            <div className="absolute inset-0 -z-[1]">
-              <Image
-                src={launchWeekTwoImage}
-                className="h-full w-full object-cover"
-                alt="Launch Week 2"
-              />
-            </div>
-
-            <div className="text-background text-center text-sm text-white">
+          <div className="relative inline-flex w-full items-center justify-center overflow-hidden bg-[#e7f3df] px-4 py-2.5">
+            <div className="text-black text-center text-sm font-medium">
               Claim your documenso public profile username now!{' '}
               <span className="hidden font-semibold md:inline">documenso.com/u/yourname</span>
               <div className="mt-1.5 block md:ml-4 md:mt-0 md:inline-block">

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

@@ -55,6 +55,7 @@ export const BarMetric = <T extends Record<string, Record<keyof T[string], unkno
               cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
             />
             <Bar
+              // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
               dataKey={metricKey as string}
               maxBarSize={60}
               fill="hsl(var(--primary))"

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

@@ -13,6 +13,7 @@ export type FundingRaisedProps = HTMLAttributes<HTMLDivElement> & {
 export const FundingRaised = ({ className, data, ...props }: FundingRaisedProps) => {
   const formattedData = data.map((item) => ({
     amount: Number(item.amount),
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     date: formatMonth(item.date as string),
   }));
 

apps/marketing/src/app/(marketing)/open/metric-card.tsx

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

apps/marketing/src/app/(marketing)/open/salary-bands.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)/oss-friends/container.tsx

@@ -2,13 +2,14 @@
 
 import Link from 'next/link';
 
-import { Variants, motion } from 'framer-motion';
+import type { Variants } from 'framer-motion';
+import { motion } from 'framer-motion';
 
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
 
-import { TOSSFriendsSchema } from './schema';
+import type { TOSSFriendsSchema } from './schema';
 
 const ContainerVariants: Variants = {
   initial: {

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

@@ -8,7 +8,7 @@ import { useRouter } from 'next/navigation';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { DocumentDataType, Prisma } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -115,7 +115,7 @@ export const SinglePlayerClient = () => {
     }
 
     try {
-      const putFileData = await putFile(uploadedFile.file);
+      const putFileData = await putPdfFile(uploadedFile.file);
 
       const documentToken = await createSinglePlayerDocument({
         documentData: {
@@ -158,6 +158,7 @@ export const SinglePlayerClient = () => {
     expired: null,
     signedAt: null,
     readStatus: 'OPENED',
+    documentDeletedAt: null,
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
     role: 'SIGNER',

apps/marketing/src/app/layout.tsx

@@ -2,6 +2,7 @@ import { Suspense } from 'react';
 
 import { Caveat, Inter } from 'next/font/google';
 
+import { AxiomWebVitals } from 'next-axiom';
 import { PublicEnvScript } from 'next-runtime-env';
 
 import { FeatureFlagProvider } from '@documenso/lib/client-only/providers/feature-flag';
@@ -67,6 +68,8 @@ export default async function RootLayout({ children }: { children: React.ReactNo
         <PublicEnvScript />
       </head>
 
+      <AxiomWebVitals />
+
       <Suspense>
         <PostHogPageview />
       </Suspense>

apps/marketing/src/app/robots.ts

@@ -1,4 +1,4 @@
-import { MetadataRoute } from 'next';
+import type { MetadataRoute } from 'next';
 
 import { getBaseUrl } from '@documenso/lib/universal/get-base-url';
 

apps/marketing/src/app/sitemap.ts

@@ -1,4 +1,4 @@
-import { MetadataRoute } from 'next';
+import type { MetadataRoute } from 'next';
 
 import { allBlogPosts, allGenericPages } from 'contentlayer/generated';
 

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

@@ -13,6 +13,8 @@ import LogoImage from '@documenso/assets/logo.png';
 import { cn } from '@documenso/ui/lib/utils';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
 
+// import { StatusWidgetContainer } from './status-widget-container';
+
 export type FooterProps = HTMLAttributes<HTMLDivElement>;
 
 const SOCIAL_LINKS = [
@@ -62,6 +64,10 @@ export const Footer = ({ className, ...props }: FooterProps) => {
               </Link>
             ))}
           </div>
+
+          {/* <div className="mt-6">
+            <StatusWidgetContainer />
+          </div> */}
         </div>
 
         <div className="grid w-full max-w-sm grid-cols-2 gap-x-4 gap-y-2 md:w-auto md:gap-x-8">

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

@@ -96,7 +96,7 @@ export const Hero = ({ className, ...props }: HeroProps) => {
           variants={HeroTitleVariants}
           initial="initial"
           animate="animate"
-          className="text-center text-4xl font-bold leading-tight tracking-tight lg:text-[64px]"
+          className="text-center text-4xl font-bold leading-tight tracking-tight md:text-[48px] lg:text-[64px]"
         >
           Document signing,
           <span className="block" /> finally open source.

apps/marketing/src/components/(marketing)/open-build-template-bento.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import Image from 'next/image';
 

apps/marketing/src/components/(marketing)/share-connect-paid-widget-bento.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import Image from 'next/image';
 
@@ -51,7 +51,7 @@ export const ShareConnectPaidWidgetBento = ({
         <Card className="col-span-2 lg:col-span-1" spotlight>
           <CardContent className="grid grid-cols-1 gap-8 p-6">
             <p className="text-foreground/80 leading-relaxed">
-              <strong className="block">Connections (Soon).</strong>
+              <strong className="block">Connections</strong>
               Create connections and automations with Zapier and more to integrate with your
               favorite tools.
             </p>

apps/marketing/src/components/(marketing)/status-widget-container.tsx

@@ -0,0 +1,21 @@
+// https://github.com/documenso/documenso/pull/1044/files#r1538258462
+import { Suspense } from 'react';
+
+import { StatusWidget } from './status-widget';
+
+export function StatusWidgetContainer() {
+  return (
+    <Suspense fallback={<StatusWidgetFallback />}>
+      <StatusWidget slug="documenso-status" />
+    </Suspense>
+  );
+}
+
+function StatusWidgetFallback() {
+  return (
+    <div className="border-border inline-flex max-w-fit  items-center justify-between space-x-2 rounded-md border border-gray-200 px-2 py-2 pr-3 text-sm">
+      <span className="bg-muted h-2 w-36 animate-pulse rounded-md" />
+      <span className="bg-muted relative inline-flex h-2 w-2 rounded-full" />
+    </div>
+  );
+}

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

@@ -0,0 +1,73 @@
+import { memo, use } from 'react';
+
+import { type Status, getStatus } from '@openstatus/react';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+const getStatusLevel = (level: Status) => {
+  return {
+    operational: {
+      label: 'Operational',
+      color: 'bg-green-500',
+      color2: 'bg-green-400',
+    },
+    degraded_performance: {
+      label: 'Degraded Performance',
+      color: 'bg-yellow-500',
+      color2: 'bg-yellow-400',
+    },
+    partial_outage: {
+      label: 'Partial Outage',
+      color: 'bg-yellow-500',
+      color2: 'bg-yellow-400',
+    },
+    major_outage: {
+      label: 'Major Outage',
+      color: 'bg-red-500',
+      color2: 'bg-red-400',
+    },
+    unknown: {
+      label: 'Unknown',
+      color: 'bg-gray-500',
+      color2: 'bg-gray-400',
+    },
+    incident: {
+      label: 'Incident',
+      color: 'bg-yellow-500',
+      color2: 'bg-yellow-400',
+    },
+    under_maintenance: {
+      label: 'Under Maintenance',
+      color: 'bg-gray-500',
+      color2: 'bg-gray-400',
+    },
+  }[level];
+};
+
+export const StatusWidget = memo(function StatusWidget({ slug }: { slug: string }) {
+  const { status } = use(getStatus(slug));
+  const level = getStatusLevel(status);
+
+  return (
+    <a
+      className="border-border inline-flex max-w-fit  items-center justify-between gap-2 space-x-2 rounded-md border border-gray-200 px-3 py-1 text-sm"
+      href="https://status.documenso.com"
+      target="_blank"
+      rel="noreferrer"
+    >
+      <div>
+        <p className="text-sm">{level.label}</p>
+      </div>
+
+      <span className="relative ml-auto flex h-1.5 w-1.5">
+        <span
+          className={cn(
+            'absolute inline-flex h-full w-full animate-ping rounded-full opacity-75',
+            level.color2,
+          )}
+        />
+        <span className={cn('relative inline-flex h-1.5 w-1.5 rounded-full', level.color)} />
+      </span>
+    </a>
+  );
+});

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

@@ -346,7 +346,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                   {signatureText && (
                     <p
                       className={cn(
-                        'text-foreground text-4xl font-semibold [font-family:var(--font-caveat)]',
+                        'text-foreground truncate text-4xl font-semibold [font-family:var(--font-caveat)]',
                       )}
                     >
                       {signatureText}
@@ -360,7 +360,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                 >
                   <Input
                     id="signatureText"
-                    className="text-foreground placeholder:text-muted-foreground border-none p-0 text-sm focus-visible:ring-0"
+                    className="text-foreground placeholder:text-muted-foreground truncate border-none p-0 text-sm focus-visible:ring-0"
                     placeholder="Draw or type name here"
                     disabled={isSubmitting}
                     {...register('signatureText', {

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

@@ -1,5 +1,5 @@
 import { AnimatePresence, motion } from 'framer-motion';
-import { FieldError } from 'react-hook-form';
+import type { FieldError } from 'react-hook-form';
 
 import { cn } from '@documenso/ui/lib/utils';
 

apps/marketing/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/marketing/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>;

apps/web/next.config.js

@@ -2,6 +2,7 @@
 const fs = require('fs');
 const path = require('path');
 const { version } = require('./package.json');
+const { withAxiom } = require('next-axiom');
 
 const ENV_FILES = ['.env', '.env.local', `.env.${process.env.NODE_ENV || 'development'}`];
 
@@ -17,12 +18,16 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
+const FONT_NOTO_SANS_BYTES = fs.readFileSync(
+  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
+);
+
 /** @type {import('next').NextConfig} */
 const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign', 'playwright'],
     serverActions: {
       bodySizeLimit: '50mb',
     },
@@ -41,6 +46,7 @@ const config = {
     APP_VERSION: version,
     NEXT_PUBLIC_PROJECT: 'web',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
+    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {
@@ -91,4 +97,4 @@ const config = {
   },
 };
 
-module.exports = config;
+module.exports = withAxiom(config);

apps/web/package.json

@@ -33,8 +33,10 @@
     "micro": "^10.0.1",
     "next": "14.0.3",
     "next-auth": "4.24.5",
+    "next-axiom": "^1.1.1",
     "next-plausible": "^3.10.1",
     "next-themes": "^0.2.1",
+    "papaparse": "^5.4.1",
     "perfect-freehand": "^1.2.0",
     "posthog-js": "^1.75.3",
     "posthog-node": "^3.1.1",
@@ -58,6 +60,7 @@
     "@types/formidable": "^2.0.6",
     "@types/luxon": "^3.3.1",
     "@types/node": "20.1.0",
+    "@types/papaparse": "^5.3.14",
     "@types/react": "18.2.18",
     "@types/react-dom": "18.2.7",
     "@types/ua-parser-js": "^0.7.39",

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

@@ -2,7 +2,8 @@
 
 import Link from 'next/link';
 
-import { type Document, DocumentStatus } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
+import { type Document, SigningStatus } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -17,9 +18,10 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type AdminActionsProps = {
   className?: string;
   document: Document;
+  recipients: Recipient[];
 };
 
-export const AdminActions = ({ className, document }: AdminActionsProps) => {
+export const AdminActions = ({ className, document, recipients }: AdminActionsProps) => {
   const { toast } = useToast();
 
   const { mutate: resealDocument, isLoading: isResealDocumentLoading } =
@@ -47,7 +49,9 @@ export const AdminActions = ({ className, document }: AdminActionsProps) => {
             <Button
               variant="outline"
               loading={isResealDocumentLoading}
-              disabled={document.status !== DocumentStatus.COMPLETED}
+              disabled={recipients.some(
+                (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
+              )}
               onClick={() => resealDocument({ id: document.id })}
             >
               Reseal document

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

@@ -53,7 +53,7 @@ export default async function AdminDocumentDetailsPage({ params }: AdminDocument
 
       <h2 className="text-lg font-semibold">Admin Actions</h2>
 
-      <AdminActions className="mt-2" document={document} />
+      <AdminActions className="mt-2" document={document} recipients={document.Recipient} />
 
       <hr className="my-4" />
       <h2 className="text-lg font-semibold">Recipients</h2>

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

@@ -4,13 +4,22 @@ import { useState } from 'react';
 
 import Link from 'next/link';
 
-import { Copy, Download, Edit, Loader, MoreHorizontal, Share, Trash2 } from 'lucide-react';
+import {
+  Copy,
+  Download,
+  Edit,
+  Loader,
+  MoreHorizontal,
+  ScrollTextIcon,
+  Share,
+  Trash2,
+} from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { DocumentStatus } from '@documenso/prisma/client';
-import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, TeamEmail, User } from '@documenso/prisma/client';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
@@ -32,7 +41,7 @@ export type DocumentPageViewDropdownProps = {
     Recipient: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail: TeamEmail | null };
 };
 
 export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDropdownProps) => {
@@ -50,9 +59,10 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
 
   const isOwner = document.User.id === session.user.id;
   const isDraft = document.status === DocumentStatus.DRAFT;
+  const isDeleted = document.deletedAt !== null;
   const isComplete = document.status === DocumentStatus.COMPLETED;
-  const isDocumentDeletable = isOwner;
   const isCurrentTeamDocument = team && document.team?.url === team.url;
+  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
 
@@ -106,12 +116,22 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuItem asChild>
+          <Link href={`${documentsPath}/${document.id}/logs`}>
+            <ScrollTextIcon className="mr-2 h-4 w-4" />
+            Audit Log
+          </Link>
+        </DropdownMenuItem>
+
         <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
           <Copy className="mr-2 h-4 w-4" />
           Duplicate
         </DropdownMenuItem>
 
-        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
+        <DropdownMenuItem
+          onClick={() => setDeleteDialogOpen(true)}
+          disabled={Boolean(!canManageDocument && team?.teamEmail) || isDeleted}
+        >
           <Trash2 className="mr-2 h-4 w-4" />
           Delete
         </DropdownMenuItem>
@@ -138,15 +158,15 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
         />
       </DropdownMenuContent>
 
-      {isDocumentDeletable && (
-        <DeleteDocumentDialog
-          id={document.id}
-          status={document.status}
-          documentTitle={document.title}
-          open={isDeleteDialogOpen}
-          onOpenChange={setDeleteDialogOpen}
-        />
-      )}
+      <DeleteDocumentDialog
+        id={document.id}
+        status={document.status}
+        documentTitle={document.title}
+        open={isDeleteDialogOpen}
+        canManageDocument={canManageDocument}
+        onOpenChange={setDeleteDialogOpen}
+      />
+
       {isDuplicateDialogOpen && (
         <DuplicateDocumentDialog
           id={document.id}

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

@@ -8,17 +8,20 @@ import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
+import { getCompletedFieldsForDocument } from '@documenso/lib/server-only/field/get-completed-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 { DocumentStatus } from '@documenso/prisma/client';
-import type { Team } from '@documenso/prisma/client';
+import type { Team, TeamEmail } from '@documenso/prisma/client';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
 import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
 import { DocumentHistorySheet } from '~/components/document/document-history-sheet';
+import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import {
   DocumentStatus as DocumentStatusComponent,
   FRIENDLY_STATUS_MAP,
@@ -34,7 +37,7 @@ export type DocumentPageViewProps = {
   params: {
     id: string;
   };
-  team?: Team;
+  team?: Team & { teamEmail: TeamEmail | null };
 };
 
 export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
@@ -83,11 +86,16 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
     documentMeta.password = securePassword;
   }
 
-  const recipients = await getRecipientsForDocument({
-    documentId,
-    teamId: team?.id,
-    userId: user.id,
-  });
+  const [recipients, completedFields] = await Promise.all([
+    getRecipientsForDocument({
+      documentId,
+      teamId: team?.id,
+      userId: user.id,
+    }),
+    getCompletedFieldsForDocument({
+      documentId,
+    }),
+  ]);
 
   const documentWithRecipients = {
     ...document,
@@ -118,11 +126,17 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
               <div className="text-muted-foreground flex items-center">
                 <Users2 className="mr-2 h-5 w-5" />
 
-                <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+                <StackAvatarsWithTooltip
+                  recipients={recipients}
+                  documentStatus={document.status}
+                  position="bottom"
+                >
                   <span>{recipients.length} Recipient(s)</span>
                 </StackAvatarsWithTooltip>
               </div>
             )}
+
+            {document.deletedAt && <Badge variant="destructive">Document deleted</Badge>}
           </div>
         </div>
 
@@ -148,6 +162,13 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
           </CardContent>
         </Card>
 
+        {document.status === DocumentStatus.PENDING && (
+          <DocumentReadOnlyFields
+            fields={completedFields}
+            documentMeta={document.documentMeta || undefined}
+          />
+        )}
+
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">
           <div className="space-y-6">
             <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">

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

@@ -332,6 +332,7 @@ export const EditDocumentForm = ({
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
             />
+
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}

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

@@ -36,11 +36,6 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
-  const isDocumentEnterprise = await isUserEnterprise({
-    userId: user.id,
-    teamId: team?.id,
-  });
-
   const document = await getDocumentWithDetailsById({
     id: documentId,
     userId: user.id,
@@ -74,6 +69,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     documentMeta.password = securePassword;
   }
 
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.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">
@@ -92,7 +92,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
           <div className="text-muted-foreground flex items-center">
             <Users2 className="mr-2 h-5 w-5" />
 
-            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+            <StackAvatarsWithTooltip
+              recipients={recipients}
+              documentStatus={document.status}
+              position="bottom"
+            >
               <span>{recipients.length} Recipient(s)</span>
             </StackAvatarsWithTooltip>
           </div>
@@ -100,7 +104,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
       </div>
 
       <EditDocumentForm
-        className="mt-8"
+        className="mt-6"
         initialDocument={document}
         documentRootPath={documentRootPath}
         isDocumentEnterprise={isDocumentEnterprise}

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

@@ -2,6 +2,8 @@ import Link from 'next/link';
 
 import { ChevronLeft, Loader } from 'lucide-react';
 
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+
 export default function Loading() {
   return (
     <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
@@ -13,7 +15,12 @@ export default function Loading() {
       <h1 className="mt-4 grow-0 truncate text-2xl font-semibold md:text-3xl">
         Loading Document...
       </h1>
-      <div className="mt-8 grid h-[80vh] max-h-[60rem] w-full grid-cols-12 gap-x-8">
+
+      <div className="flex h-10 items-center">
+        <Skeleton className="my-6 h-4 w-24 rounded-2xl" />
+      </div>
+
+      <div className="mt-4 grid h-[80vh] max-h-[60rem] w-full grid-cols-12 gap-x-8">
         <div className="dark:bg-background border-border col-span-12 rounded-xl border-2 bg-white/50 p-2 before:rounded-xl lg:col-span-6 xl:col-span-7">
           <div className="flex h-[80vh] max-h-[60rem] flex-col items-center justify-center">
             <Loader className="text-documenso h-12 w-12 animate-spin" />

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

@@ -1,19 +1,25 @@
 import Link from 'next/link';
 import { redirect } from 'next/navigation';
 
-import { ChevronLeft, DownloadIcon } from 'lucide-react';
+import { ChevronLeft } from 'lucide-react';
+import { DateTime } from 'luxon';
 
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getLocale } from '@documenso/lib/server-only/headers/get-locale';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import type { Recipient, Team } from '@documenso/prisma/client';
-import { Button } from '@documenso/ui/primitives/button';
 import { Card } from '@documenso/ui/primitives/card';
 
-import { FRIENDLY_STATUS_MAP } from '~/components/formatter/document-status';
+import {
+  DocumentStatus as DocumentStatusComponent,
+  FRIENDLY_STATUS_MAP,
+} from '~/components/formatter/document-status';
 
 import { DocumentLogsDataTable } from './document-logs-data-table';
+import { DownloadAuditLogButton } from './download-audit-log-button';
+import { DownloadCertificateButton } from './download-certificate-button';
 
 export type DocumentLogsPageViewProps = {
   params: {
@@ -23,6 +29,8 @@ export type DocumentLogsPageViewProps = {
 };
 
 export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageViewProps) => {
+  const locale = getLocale();
+
   const { id } = params;
 
   const documentId = Number(id);
@@ -67,15 +75,21 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
     },
     {
       description: 'Created by',
-      value: document.User.name ?? document.User.email,
+      value: document.User.name
+        ? `${document.User.name} (${document.User.email})`
+        : document.User.email,
     },
     {
       description: 'Date created',
-      value: document.createdAt.toISOString(),
+      value: DateTime.fromJSDate(document.createdAt)
+        .setLocale(locale)
+        .toLocaleString(DateTime.DATETIME_MED_WITH_SECONDS),
     },
     {
       description: 'Last updated',
-      value: document.updatedAt.toISOString(),
+      value: DateTime.fromJSDate(document.updatedAt)
+        .setLocale(locale)
+        .toLocaleString(DateTime.DATETIME_MED_WITH_SECONDS),
     },
     {
       description: 'Time zone',
@@ -90,7 +104,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
       text = `${recipient.name} (${recipient.email})`;
     }
 
-    return `${text} - ${recipient.role}`;
+    return `[${recipient.role}] ${text}`;
   };
 
   return (
@@ -104,20 +118,28 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
       </Link>
 
       <div className="flex flex-col justify-between sm:flex-row">
-        <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {document.title}
-        </h1>
+        <div>
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+            {document.title}
+          </h1>
+
+          <div className="mt-2.5 flex items-center gap-x-6">
+            <DocumentStatusComponent
+              inheritColor
+              status={document.status}
+              className="text-muted-foreground"
+            />
+          </div>
+        </div>
 
         <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
-          <Button variant="outline" className="mr-2 w-full sm:w-auto">
-            <DownloadIcon className="mr-1.5 h-4 w-4" />
-            Download certificate
-          </Button>
+          <DownloadCertificateButton
+            className="mr-2"
+            documentId={document.id}
+            documentStatus={document.status}
+          />
 
-          <Button className="w-full sm:w-auto">
-            <DownloadIcon className="mr-1.5 h-4 w-4" />
-            Download PDF
-          </Button>
+          <DownloadAuditLogButton documentId={document.id} />
         </div>
       </div>
 

apps/web/src/app/(dashboard)/documents/[id]/logs/download-audit-log-button.tsx

@@ -0,0 +1,74 @@
+'use client';
+
+import { DownloadIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DownloadAuditLogButtonProps = {
+  className?: string;
+  documentId: number;
+};
+
+export const DownloadAuditLogButton = ({ className, documentId }: DownloadAuditLogButtonProps) => {
+  const { toast } = useToast();
+
+  const { mutateAsync: downloadAuditLogs, isLoading } =
+    trpc.document.downloadAuditLogs.useMutation();
+
+  const onDownloadAuditLogsClick = async () => {
+    try {
+      const { url } = await downloadAuditLogs({ documentId });
+
+      const iframe = Object.assign(document.createElement('iframe'), {
+        src: url,
+      });
+
+      Object.assign(iframe.style, {
+        position: 'fixed',
+        top: '0',
+        left: '0',
+        width: '0',
+        height: '0',
+      });
+
+      const onLoaded = () => {
+        if (iframe.contentDocument?.readyState === 'complete') {
+          iframe.contentWindow?.print();
+
+          iframe.contentWindow?.addEventListener('afterprint', () => {
+            document.body.removeChild(iframe);
+          });
+        }
+      };
+
+      // When the iframe has loaded, print the iframe and remove it from the dom
+      iframe.addEventListener('load', onLoaded);
+
+      document.body.appendChild(iframe);
+
+      onLoaded();
+    } catch (error) {
+      console.error(error);
+
+      toast({
+        title: 'Something went wrong',
+        description: 'Sorry, we were unable to download the audit logs. Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Button
+      className={cn('w-full sm:w-auto', className)}
+      loading={isLoading}
+      onClick={() => void onDownloadAuditLogsClick()}
+    >
+      {!isLoading && <DownloadIcon className="mr-1.5 h-4 w-4" />}
+      Download Audit Logs
+    </Button>
+  );
+};

apps/web/src/app/(dashboard)/documents/[id]/logs/download-certificate-button.tsx

@@ -0,0 +1,82 @@
+'use client';
+
+import { DownloadIcon } from 'lucide-react';
+
+import { DocumentStatus } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DownloadCertificateButtonProps = {
+  className?: string;
+  documentId: number;
+  documentStatus: DocumentStatus;
+};
+
+export const DownloadCertificateButton = ({
+  className,
+  documentId,
+  documentStatus,
+}: DownloadCertificateButtonProps) => {
+  const { toast } = useToast();
+
+  const { mutateAsync: downloadCertificate, isLoading } =
+    trpc.document.downloadCertificate.useMutation();
+
+  const onDownloadCertificatesClick = async () => {
+    try {
+      const { url } = await downloadCertificate({ documentId });
+
+      const iframe = Object.assign(document.createElement('iframe'), {
+        src: url,
+      });
+
+      Object.assign(iframe.style, {
+        position: 'fixed',
+        top: '0',
+        left: '0',
+        width: '0',
+        height: '0',
+      });
+
+      const onLoaded = () => {
+        if (iframe.contentDocument?.readyState === 'complete') {
+          iframe.contentWindow?.print();
+
+          iframe.contentWindow?.addEventListener('afterprint', () => {
+            document.body.removeChild(iframe);
+          });
+        }
+      };
+
+      // When the iframe has loaded, print the iframe and remove it from the dom
+      iframe.addEventListener('load', onLoaded);
+
+      document.body.appendChild(iframe);
+
+      onLoaded();
+    } catch (error) {
+      console.error(error);
+
+      toast({
+        title: 'Something went wrong',
+        description: 'Sorry, we were unable to download the certificate. Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Button
+      className={cn('w-full sm:w-auto', className)}
+      loading={isLoading}
+      variant="outline"
+      disabled={documentStatus !== DocumentStatus.COMPLETED}
+      onClick={() => void onDownloadCertificatesClick()}
+    >
+      {!isLoading && <DownloadIcon className="mr-1.5 h-4 w-4" />}
+      Download Certificate
+    </Button>
+  );
+};

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

@@ -15,7 +15,6 @@ import {
   Pencil,
   Share,
   Trash2,
-  XCircle,
 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
@@ -45,7 +44,7 @@ export type DataTableActionDropdownProps = {
     Recipient: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
 };
 
 export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownProps) => {
@@ -67,8 +66,8 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
   // const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
-  const isDocumentDeletable = isOwner;
   const isCurrentTeamDocument = team && row.team?.url === team.url;
+  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
 
@@ -107,14 +106,14 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
 
   return (
     <DropdownMenu>
-      <DropdownMenuTrigger>
+      <DropdownMenuTrigger data-testid="document-table-action-btn">
         <MoreHorizontal className="text-muted-foreground h-5 w-5" />
       </DropdownMenuTrigger>
 
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        {recipient && recipient?.role !== RecipientRole.CC && (
+        {!isDraft && recipient && recipient?.role !== RecipientRole.CC && (
           <DropdownMenuItem disabled={!recipient || isComplete} asChild>
             <Link href={`/sign/${recipient?.token}`}>
               {recipient?.role === RecipientRole.VIEWER && (
@@ -141,7 +140,7 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
           </DropdownMenuItem>
         )}
 
-        <DropdownMenuItem disabled={(!isOwner && !isCurrentTeamDocument) || isComplete} asChild>
+        <DropdownMenuItem disabled={!canManageDocument || isComplete} asChild>
           <Link href={`${documentsPath}/${row.id}/edit`}>
             <Edit className="mr-2 h-4 w-4" />
             Edit
@@ -158,14 +157,18 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
           Duplicate
         </DropdownMenuItem>
 
-        <DropdownMenuItem disabled>
+        {/* No point displaying this if there's no functionality. */}
+        {/* <DropdownMenuItem disabled>
           <XCircle className="mr-2 h-4 w-4" />
           Void
-        </DropdownMenuItem>
+        </DropdownMenuItem> */}
 
-        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
+        <DropdownMenuItem
+          onClick={() => setDeleteDialogOpen(true)}
+          disabled={Boolean(!canManageDocument && team?.teamEmail)}
+        >
           <Trash2 className="mr-2 h-4 w-4" />
-          Delete
+          {canManageDocument ? 'Delete' : 'Hide'}
         </DropdownMenuItem>
 
         <DropdownMenuLabel>Share</DropdownMenuLabel>
@@ -186,16 +189,16 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
         />
       </DropdownMenuContent>
 
-      {isDocumentDeletable && (
-        <DeleteDocumentDialog
-          id={row.id}
-          status={row.status}
-          documentTitle={row.title}
-          open={isDeleteDialogOpen}
-          onOpenChange={setDeleteDialogOpen}
-          teamId={team?.id}
-        />
-      )}
+      <DeleteDocumentDialog
+        id={row.id}
+        status={row.status}
+        documentTitle={row.title}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+        teamId={team?.id}
+        canManageDocument={canManageDocument}
+      />
+
       {isDuplicateDialogOpen && (
         <DuplicateDocumentDialog
           id={row.id}

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

@@ -3,6 +3,7 @@
 import { useTransition } from 'react';
 
 import { Loader } from 'lucide-react';
+import { DateTime } from 'luxon';
 import { useSession } from 'next-auth/react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
@@ -29,7 +30,7 @@ export type DocumentsDataTableProps = {
     }
   >;
   showSenderColumn?: boolean;
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
 };
 
 export const DocumentsDataTable = ({
@@ -62,7 +63,12 @@ export const DocumentsDataTable = ({
           {
             header: 'Created',
             accessorKey: 'createdAt',
-            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+            cell: ({ row }) => (
+              <LocaleDate
+                date={row.original.createdAt}
+                format={{ ...DateTime.DATETIME_SHORT, hourCycle: 'h12' }}
+              />
+            ),
           },
           {
             header: 'Title',
@@ -76,7 +82,12 @@ export const DocumentsDataTable = ({
           {
             header: 'Recipient',
             accessorKey: 'recipient',
-            cell: ({ row }) => <StackAvatarsWithTooltip recipients={row.original.Recipient} />,
+            cell: ({ row }) => (
+              <StackAvatarsWithTooltip
+                recipients={row.original.Recipient}
+                documentStatus={row.original.status}
+              />
+            ),
           },
           {
             header: 'Status',

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

@@ -2,8 +2,11 @@ import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
+import { match } from 'ts-pattern';
+
 import { DocumentStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -23,6 +26,7 @@ type DeleteDocumentDialogProps = {
   status: DocumentStatus;
   documentTitle: string;
   teamId?: number;
+  canManageDocument: boolean;
 };
 
 export const DeleteDocumentDialog = ({
@@ -32,6 +36,7 @@ export const DeleteDocumentDialog = ({
   status,
   documentTitle,
   teamId,
+  canManageDocument,
 }: DeleteDocumentDialogProps) => {
   const router = useRouter();
 
@@ -83,47 +88,82 @@ export const DeleteDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
+          <DialogTitle>Are you sure?</DialogTitle>
 
           <DialogDescription>
-            Please note that this action is irreversible. Once confirmed, your document will be
-            permanently deleted.
+            You are about to {canManageDocument ? 'delete' : 'hide'}{' '}
+            <strong>"{documentTitle}"</strong>
           </DialogDescription>
         </DialogHeader>
 
-        {status !== DocumentStatus.DRAFT && (
-          <div className="mt-4">
-            <Input
-              type="text"
-              value={inputValue}
-              onChange={onInputChange}
-              placeholder="Type 'delete' to confirm"
-            />
-          </div>
+        {canManageDocument ? (
+          <Alert variant="warning" className="-mt-1">
+            {match(status)
+              .with(DocumentStatus.DRAFT, () => (
+                <AlertDescription>
+                  Please note that this action is <strong>irreversible</strong>. Once confirmed,
+                  this document will be permanently deleted.
+                </AlertDescription>
+              ))
+              .with(DocumentStatus.PENDING, () => (
+                <AlertDescription>
+                  <p>
+                    Please note that this action is <strong>irreversible</strong>.
+                  </p>
+
+                  <p className="mt-1">Once confirmed, the following will occur:</p>
+
+                  <ul className="mt-0.5 list-inside list-disc">
+                    <li>Document will be permanently deleted</li>
+                    <li>Document signing process will be cancelled</li>
+                    <li>All inserted signatures will be voided</li>
+                    <li>All recipients will be notified</li>
+                  </ul>
+                </AlertDescription>
+              ))
+              .with(DocumentStatus.COMPLETED, () => (
+                <AlertDescription>
+                  <p>By deleting this document, the following will occur:</p>
+
+                  <ul className="mt-0.5 list-inside list-disc">
+                    <li>The document will be hidden from your account</li>
+                    <li>Recipients will still retain their copy of the document</li>
+                  </ul>
+                </AlertDescription>
+              ))
+              .exhaustive()}
+          </Alert>
+        ) : (
+          <Alert variant="warning" className="-mt-1">
+            <AlertDescription>
+              Please contact support if you would like to revert this action.
+            </AlertDescription>
+          </Alert>
+        )}
+
+        {status !== DocumentStatus.DRAFT && canManageDocument && (
+          <Input
+            type="text"
+            value={inputValue}
+            onChange={onInputChange}
+            placeholder="Type 'delete' to confirm"
+          />
         )}
 
         <DialogFooter>
-          <div className="flex w-full flex-1 flex-nowrap gap-4">
-            <Button
-              type="button"
-              variant="secondary"
-              onClick={() => onOpenChange(false)}
-              className="flex-1"
-            >
-              Cancel
-            </Button>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
 
-            <Button
-              type="button"
-              loading={isLoading}
-              onClick={onDelete}
-              disabled={!isDeleteEnabled}
-              variant="destructive"
-              className="flex-1"
-            >
-              Delete
-            </Button>
-          </div>
+          <Button
+            type="button"
+            loading={isLoading}
+            onClick={onDelete}
+            disabled={!isDeleteEnabled && canManageDocument}
+            variant="destructive"
+          >
+            {canManageDocument ? 'Delete' : 'Hide'}
+          </Button>
         </DialogFooter>
       </DialogContent>
     </Dialog>

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

@@ -41,7 +41,9 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
   const page = Number(searchParams.page) || 1;
   const perPage = Number(searchParams.perPage) || 20;
   const senderIds = parseToIntegerArray(searchParams.senderIds ?? '');
-  const currentTeam = team ? { id: team.id, url: team.url } : undefined;
+  const currentTeam = team
+    ? { id: team.id, url: team.url, teamEmail: team.teamEmail?.email }
+    : undefined;
 
   const getStatOptions: GetStatsInput = {
     user,

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

@@ -37,7 +37,10 @@ export const EmptyDocumentState = ({ status }: EmptyDocumentProps) => {
     }));
 
   return (
-    <div className="text-muted-foreground/60 flex h-60 flex-col items-center justify-center gap-y-4">
+    <div
+      className="text-muted-foreground/60 flex h-60 flex-col items-center justify-center gap-y-4"
+      data-testid="empty-document-state"
+    >
       <Icon className="h-12 w-12" strokeWidth={1.5} />
 
       <div className="text-center">

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

@@ -10,8 +10,9 @@ import { useSession } from 'next-auth/react';
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
@@ -57,7 +58,7 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
     try {
       setIsLoading(true);
 
-      const { type, data } = await putFile(file);
+      const { type, data } = await putPdfFile(file);
 
       const { id: documentDataId } = await createDocumentData({
         type,
@@ -83,13 +84,21 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
       });
 
       router.push(`${formatDocumentsPath(team?.url)}/${id}/edit`);
-    } catch (error) {
-      console.error(error);
+    } catch (err) {
+      const error = AppError.parseError(err);
 
-      if (error instanceof TRPCClientError) {
+      console.error(err);
+
+      if (error.code === 'INVALID_DOCUMENT_FILE') {
+        toast({
+          title: 'Invalid file',
+          description: 'You cannot upload encrypted PDFs',
+          variant: 'destructive',
+        });
+      } else if (err instanceof TRPCClientError) {
         toast({
           title: 'Error',
-          description: error.message,
+          description: err.message,
           variant: 'destructive',
         });
       } else {

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

@@ -1,10 +1,14 @@
 'use client';
 
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import {
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+  SKIP_QUERY_BATCH_META,
+} from '@documenso/lib/constants/trpc';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -19,52 +23,135 @@ import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-
 import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
 import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { AddTemplateSettingsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-settings';
+import type { TAddTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type EditTemplateFormProps = {
   className?: string;
-  user: User;
-  template: Template;
-  recipients: Recipient[];
-  fields: Field[];
-  documentData: DocumentData;
+  initialTemplate: TemplateWithDetails;
+  isEnterprise: boolean;
   templateRootPath: string;
 };
 
-type EditTemplateStep = 'signers' | 'fields';
-const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+type EditTemplateStep = 'settings' | 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['settings', 'signers', 'fields'];
 
 export const EditTemplateForm = ({
+  initialTemplate,
   className,
-  template,
-  recipients,
-  fields,
-  user: _user,
-  documentData,
+  isEnterprise,
   templateRootPath,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
-  const [step, setStep] = useState<EditTemplateStep>('signers');
+  const team = useOptionalCurrentTeam();
+
+  const [step, setStep] = useState<EditTemplateStep>('settings');
+
+  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
+
+  const utils = trpc.useUtils();
+
+  const { data: template, refetch: refetchTemplate } =
+    trpc.template.getTemplateWithDetailsById.useQuery(
+      {
+        id: initialTemplate.id,
+      },
+      {
+        initialData: initialTemplate,
+        ...SKIP_QUERY_BATCH_META,
+      },
+    );
+
+  const { Recipient: recipients, Field: fields, templateDocumentData } = template;
 
   const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    settings: {
+      title: 'General',
+      description: 'Configure general settings for the template.',
+      stepIndex: 1,
+    },
     signers: {
       title: 'Add Placeholders',
       description: 'Add all relevant placeholders for each recipient.',
-      stepIndex: 1,
+      stepIndex: 2,
     },
     fields: {
       title: 'Add Fields',
       description: 'Add all relevant fields for each recipient.',
-      stepIndex: 2,
+      stepIndex: 3,
     },
   };
 
   const currentDocumentFlow = documentFlow[step];
 
-  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
-  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+  const { mutateAsync: updateTemplateSettings } = trpc.template.updateTemplateSettings.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
+    try {
+      await updateTemplateSettings({
+        templateId: template.id,
+        teamId: team?.id,
+        data: {
+          title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: data.meta,
+      });
+
+      // Router refresh is here to clear the router cache for when navigating to /documents.
+      router.refresh();
+
+      setStep('signers');
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'An error occurred while updating the document settings.',
+        variant: 'destructive',
+      });
+    }
+  };
 
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
@@ -72,9 +159,11 @@ export const EditTemplateForm = ({
     try {
       await addTemplateSigners({
         templateId: template.id,
+        teamId: team?.id,
         signers: data.signers,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('fields');
@@ -100,6 +189,9 @@ export const EditTemplateForm = ({
         duration: 5000,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
+      router.refresh();
+
       router.push(templateRootPath);
     } catch (err) {
       toast({
@@ -110,6 +202,15 @@ export const EditTemplateForm = ({
     }
   };
 
+  /**
+   * Refresh the data in the background when steps change.
+   */
+  useEffect(() => {
+    void refetchTemplate();
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [step]);
+
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -117,7 +218,11 @@ export const EditTemplateForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            key={templateDocumentData.id}
+            documentData={templateDocumentData}
+            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
+          />
         </CardContent>
       </Card>
 
@@ -135,12 +240,25 @@ export const EditTemplateForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
           >
+            <AddTemplateSettingsFormPartial
+              key={recipients.length}
+              template={template}
+              documentFlow={documentFlow.settings}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddSettingsFormSubmit}
+              isEnterprise={isEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
+            />
+
             <AddTemplatePlaceholderRecipientsFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
+              isEnterprise={isEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddTemplateFieldsFormPartial

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

@@ -5,10 +5,9 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft } from 'lucide-react';
 
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
-import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
-import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import type { Team } from '@documenso/prisma/client';
 
@@ -35,7 +34,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
 
   const { user } = await getRequiredServerComponentSession();
 
-  const template = await getTemplateById({
+  const template = await getTemplateWithDetailsById({
     id: templateId,
     userId: user.id,
   }).catch(() => null);
@@ -44,21 +43,13 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     redirect(templateRootPath);
   }
 
-  const { templateDocumentData } = template;
-
-  const [templateRecipients, templateFields] = await Promise.all([
-    getRecipientsForTemplate({
-      templateId,
-      userId: user.id,
-    }),
-    getFieldsForTemplate({
-      templateId,
-      userId: user.id,
-    }),
-  ]);
+  const isTemplateEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
 
   return (
-    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
       <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
         <ChevronLeft className="mr-2 inline-block h-5 w-5" />
         Templates
@@ -73,13 +64,10 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
       </div>
 
       <EditTemplateForm
-        className="mt-8"
-        template={template}
-        user={user}
-        recipients={templateRecipients}
-        fields={templateFields}
-        documentData={templateDocumentData}
+        className="mt-6"
+        initialTemplate={template}
         templateRootPath={templateRootPath}
+        isEnterprise={isTemplateEnterprise}
       />
     </div>
   );

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

@@ -1,48 +1,29 @@
 'use client';
 
-import React, { useEffect, useState } from 'react';
+import React, { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { zodResolver } from '@hookform/resolvers/zod';
-import { FilePlus, X } from 'lucide-react';
+import { FilePlus, Loader } from 'lucide-react';
 import { useSession } from 'next-auth/react';
-import { useForm } from 'react-hook-form';
-import * as z from 'zod';
 
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { base64 } from '@documenso/lib/universal/base64';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
+  DialogDescription,
+  DialogFooter,
   DialogHeader,
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const ZCreateTemplateFormSchema = z.object({
-  name: z.string(),
-});
-
-type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
-
 type NewTemplateDialogProps = {
   teamId?: number;
   templateRootPath: string;
@@ -54,51 +35,20 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   const { data: session } = useSession();
   const { toast } = useToast();
 
-  const form = useForm<TCreateTemplateFormSchema>({
-    defaultValues: {
-      name: '',
-    },
-    resolver: zodResolver(ZCreateTemplateFormSchema),
-  });
-
-  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
-    trpc.template.createTemplate.useMutation();
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
 
   const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
-  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+  const [isUploadingFile, setIsUploadingFile] = useState(false);
 
   const onFileDrop = async (file: File) => {
-    try {
-      const arrayBuffer = await file.arrayBuffer();
-      const base64String = base64.encode(new Uint8Array(arrayBuffer));
-
-      setUploadedFile({
-        file,
-        fileBase64: `data:application/pdf;base64,${base64String}`,
-      });
-
-      if (!form.getValues('name')) {
-        form.setValue('name', file.name);
-      }
-    } catch {
-      toast({
-        title: 'Something went wrong',
-        description: 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async (values: TCreateTemplateFormSchema) => {
-    if (!uploadedFile) {
+    if (isUploadingFile) {
       return;
     }
 
-    const file: File = uploadedFile.file;
+    setIsUploadingFile(true);
 
     try {
-      const { type, data } = await putFile(file);
-
+      const { type, data } = await putPdfFile(file);
       const { id: templateDocumentDataId } = await createDocumentData({
         type,
         data,
@@ -106,7 +56,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       const { id } = await createTemplate({
         teamId,
-        title: values.name ? values.name : file.name,
+        title: file.name,
         templateDocumentDataId,
       });
 
@@ -126,25 +76,16 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
         description: 'Please try again later.',
         variant: 'destructive',
       });
+
+      setIsUploadingFile(false);
     }
   };
 
-  const resetForm = () => {
-    if (form.getValues('name') === uploadedFile?.file.name) {
-      form.reset();
-    }
-
-    setUploadedFile(null);
-  };
-
-  useEffect(() => {
-    if (!showNewTemplateDialog) {
-      form.reset();
-    }
-  }, [form, showNewTemplateDialog]);
-
   return (
-    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+    <Dialog
+      open={showNewTemplateDialog}
+      onOpenChange={(value) => !isUploadingFile && setShowNewTemplateDialog(value)}
+    >
       <DialogTrigger asChild>
         <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
@@ -154,81 +95,29 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       <DialogContent className="w-full max-w-xl">
         <DialogHeader>
-          <DialogTitle className="mb-4">New Template</DialogTitle>
+          <DialogTitle>New Template</DialogTitle>
+          <DialogDescription>
+            Templates allow you to quickly generate documents with pre-filled recipients and fields.
+          </DialogDescription>
         </DialogHeader>
 
-        <div>
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
-              <FormField
-                control={form.control}
-                name="name"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>Name your template</FormLabel>
-                    <FormControl>
-                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
-                    </FormControl>
-                    <FormDescription>
-                      <span className="text-muted-foreground text-xs">
-                        Leave this empty if you would like to use your document's name for the
-                        template
-                      </span>
-                    </FormDescription>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
+        <div className="relative">
+          <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
 
-              <div>
-                <Label htmlFor="template">Upload a Document</Label>
-
-                <div className="my-3">
-                  {uploadedFile ? (
-                    <Card gradient className="h-[40vh]">
-                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
-                        <button
-                          onClick={() => resetForm()}
-                          title="Remove Template"
-                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
-                        >
-                          <X className="h-6 w-6" />
-                          <span className="sr-only">Remove Template</span>
-                        </button>
-
-                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                        </div>
-
-                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
-                          Uploaded Document
-                        </p>
-
-                        <span className="text-muted-foreground/80 mt-1 text-sm">
-                          {uploadedFile.file.name}
-                        </span>
-                      </CardContent>
-                    </Card>
-                  ) : (
-                    <DocumentDropzone
-                      className="mt-1.5 h-[40vh]"
-                      onDrop={onFileDrop}
-                      type="template"
-                    />
-                  )}
-                </div>
-              </div>
-
-              <div className="flex w-full justify-end">
-                <Button loading={isCreatingTemplate} type="submit">
-                  Create Template
-                </Button>
-              </div>
-            </form>
-          </Form>
+          {isUploadingFile && (
+            <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
+              <Loader className="text-muted-foreground h-12 w-12 animate-spin" />
+            </div>
+          )}
         </div>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isUploadingFile}>
+              Close
+            </Button>
+          </DialogClose>
+        </DialogFooter>
       </DialogContent>
     </Dialog>
   );

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

@@ -1,14 +1,21 @@
+import { useEffect, useState } from 'react';
+
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Plus } from 'lucide-react';
-import { Controller, useFieldArray, useForm } from 'react-hook-form';
+import { InfoIcon, Plus } from 'lucide-react';
+import { useFieldArray, useForm } from 'react-hook-form';
 import * as z from 'zod';
 
+import {
+  TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+  TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+} from '@documenso/lib/constants/template';
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { Recipient } from '@documenso/prisma/client';
-import { RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
   DialogClose,
@@ -19,24 +26,59 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
-import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
-import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
 
-const ZAddRecipientsForNewDocumentSchema = z.object({
-  recipients: z.array(
-    z.object({
-      email: z.string().email(),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-    }),
-  ),
-});
+const ZAddRecipientsForNewDocumentSchema = z
+  .object({
+    sendDocument: z.boolean(),
+    recipients: z.array(
+      z.object({
+        id: z.number(),
+        email: z.string().email(),
+        name: z.string(),
+      }),
+    ),
+  })
+  // Display exactly which rows are duplicates.
+  .superRefine((items, ctx) => {
+    const uniqueEmails = new Map<string, number>();
+
+    for (const [index, recipients] of items.recipients.entries()) {
+      const email = recipients.email.toLowerCase();
+
+      const firstFoundIndex = uniqueEmails.get(email);
+
+      if (firstFoundIndex === undefined) {
+        uniqueEmails.set(email, index);
+        continue;
+      }
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', index, 'email'],
+      });
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', firstFoundIndex, 'email'],
+      });
+    }
+  });
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
@@ -54,35 +96,33 @@ export function UseTemplateDialog({
   const router = useRouter();
   const { toast } = useToast();
 
+  const [open, setOpen] = useState(false);
+
   const team = useOptionalCurrentTeam();
 
-  const {
-    control,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TAddRecipientsForNewDocumentSchema>({
+  const form = useForm<TAddRecipientsForNewDocumentSchema>({
     resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
     defaultValues: {
-      recipients:
-        recipients.length > 0
-          ? recipients.map((recipient) => ({
-              nativeId: recipient.id,
-              formId: String(recipient.id),
-              name: recipient.name,
-              email: recipient.email,
-              role: recipient.role,
-            }))
-          : [
-              {
-                name: '',
-                email: '',
-                role: RecipientRole.SIGNER,
-              },
-            ],
+      sendDocument: false,
+      recipients: recipients.map((recipient) => {
+        const isRecipientEmailPlaceholder = recipient.email.match(
+          TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+        );
+
+        const isRecipientNamePlaceholder = recipient.name.match(
+          TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+        );
+
+        return {
+          id: recipient.id,
+          name: !isRecipientNamePlaceholder ? recipient.name : '',
+          email: !isRecipientEmailPlaceholder ? recipient.email : '',
+        };
+      }),
     },
   });
 
-  const { mutateAsync: createDocumentFromTemplate, isLoading: isCreatingDocumentFromTemplate } =
+  const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
@@ -91,6 +131,7 @@ export function UseTemplateDialog({
         templateId,
         teamId: team?.id,
         recipients: data.recipients,
+        sendDocument: data.sendDocument,
       });
 
       toast({
@@ -101,23 +142,35 @@ export function UseTemplateDialog({
 
       router.push(`${documentRootPath}/${id}`);
     } catch (err) {
-      toast({
+      const error = AppError.parseError(err);
+
+      const toastPayload: Toast = {
         title: 'Error',
         description: 'An error occurred while creating document from template.',
         variant: 'destructive',
-      });
+      };
+
+      if (error.code === 'DOCUMENT_SEND_FAILED') {
+        toastPayload.description = 'The document was created but could not be sent to recipients.';
+      }
+
+      toast(toastPayload);
     }
   };
 
-  const onCreateDocumentFromTemplate = handleSubmit(onSubmit);
-
   const { fields: formRecipients } = useFieldArray({
-    control,
+    control: form.control,
     name: 'recipients',
   });
 
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
   return (
-    <Dialog>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
         <Button className="cursor-pointer">
           <Plus className="-ml-1 mr-2 h-4 w-4" />
@@ -126,121 +179,110 @@ export function UseTemplateDialog({
       </DialogTrigger>
       <DialogContent className="sm:max-w-lg">
         <DialogHeader>
-          <DialogTitle>Document Recipients</DialogTitle>
-          <DialogDescription>Add the recipients to create the template with.</DialogDescription>
+          <DialogTitle>Create document from template</DialogTitle>
+          <DialogDescription>
+            {recipients.length === 0
+              ? 'A draft document will be created'
+              : 'Add the recipients to create the document with'}
+          </DialogDescription>
         </DialogHeader>
-        <div className="flex flex-col space-y-4">
-          {formRecipients.map((recipient, index) => (
-            <div
-              key={recipient.id}
-              data-native-id={recipient.id}
-              className="flex flex-wrap items-end gap-x-4"
-            >
-              <div className="flex-1">
-                <Label htmlFor={`recipient-${recipient.id}-email`}>
-                  Email
-                  <span className="text-destructive ml-1 inline-block font-medium">*</span>
-                </Label>
 
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.email`}
-                  render={({ field }) => (
-                    <Input
-                      id={`recipient-${recipient.id}-email`}
-                      type="email"
-                      className="bg-background mt-2"
-                      disabled={isSubmitting}
-                      {...field}
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)}>
+            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
+              <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
+                {formRecipients.map((recipient, index) => (
+                  <div className="flex w-full flex-row space-x-4" key={recipient.id}>
+                    <FormField
+                      control={form.control}
+                      name={`recipients.${index}.email`}
+                      render={({ field }) => (
+                        <FormItem className="w-full">
+                          {index === 0 && <FormLabel required>Email</FormLabel>}
+
+                          <FormControl>
+                            <Input {...field} placeholder={recipients[index].email || 'Email'} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
                     />
-                  )}
-                />
-              </div>
 
-              <div className="flex-1">
-                <Label htmlFor={`recipient-${recipient.id}-name`}>Name</Label>
+                    <FormField
+                      control={form.control}
+                      name={`recipients.${index}.name`}
+                      render={({ field }) => (
+                        <FormItem className="w-full">
+                          {index === 0 && <FormLabel>Name</FormLabel>}
 
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.name`}
-                  render={({ field }) => (
-                    <Input
-                      id={`recipient-${recipient.id}-name`}
-                      type="text"
-                      className="bg-background mt-2"
-                      disabled={isSubmitting}
-                      {...field}
+                          <FormControl>
+                            <Input {...field} placeholder={recipients[index].name || 'Name'} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
                     />
-                  )}
-                />
+                  </div>
+                ))}
               </div>
 
-              <div className="w-[60px]">
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.role`}
-                  render={({ field: { value, onChange } }) => (
-                    <Select value={value} onValueChange={(x) => onChange(x)}>
-                      <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
+              {recipients.length > 0 && (
+                <div className="mt-4 flex flex-row items-center">
+                  <FormField
+                    control={form.control}
+                    name="sendDocument"
+                    render={({ field }) => (
+                      <FormItem>
+                        <div className="flex flex-row items-center">
+                          <Checkbox
+                            id="sendDocument"
+                            className="h-5 w-5"
+                            checkClassName="dark:text-white text-primary"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
 
-                      <SelectContent className="" align="end">
-                        <SelectItem value={RecipientRole.SIGNER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                            Signer
-                          </div>
-                        </SelectItem>
+                          <label
+                            className="text-muted-foreground ml-2 flex items-center text-sm"
+                            htmlFor="sendDocument"
+                          >
+                            Send document
+                            <Tooltip>
+                              <TooltipTrigger type="button">
+                                <InfoIcon className="mx-1 h-4 w-4" />
+                              </TooltipTrigger>
 
-                        <SelectItem value={RecipientRole.CC}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                            Receives copy
-                          </div>
-                        </SelectItem>
+                              <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                <p>
+                                  The document will be immediately sent to recipients if this is
+                                  checked.
+                                </p>
 
-                        <SelectItem value={RecipientRole.APPROVER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-                            Approver
-                          </div>
-                        </SelectItem>
+                                <p>Otherwise, the document will be created as a draft.</p>
+                              </TooltipContent>
+                            </Tooltip>
+                          </label>
+                        </div>
+                      </FormItem>
+                    )}
+                  />
+                </div>
+              )}
 
-                        <SelectItem value={RecipientRole.VIEWER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                            Viewer
-                          </div>
-                        </SelectItem>
-                      </SelectContent>
-                    </Select>
-                  )}
-                />
-              </div>
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Close
+                  </Button>
+                </DialogClose>
 
-              <div className="w-full">
-                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.email} />
-                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.name} />
-              </div>
-            </div>
-          ))}
-        </div>
-
-        <DialogFooter className="justify-end">
-          <DialogClose asChild>
-            <Button type="button" variant="secondary">
-              Close
-            </Button>
-          </DialogClose>
-
-          <Button
-            type="button"
-            loading={isCreatingDocumentFromTemplate}
-            disabled={isCreatingDocumentFromTemplate}
-            onClick={onCreateDocumentFromTemplate}
-          >
-            Create Document
-          </Button>
-        </DialogFooter>
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  {form.getValues('sendDocument') ? 'Create and send' : 'Create as draft'}
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
       </DialogContent>
     </Dialog>
   );

apps/web/src/app/(internal)/%5F%5Fhtmltopdf/audit-log/data-table.tsx

@@ -0,0 +1,89 @@
+'use client';
+
+import { DateTime } from 'luxon';
+import type { DateTimeFormatOptions } from 'luxon';
+import { UAParser } from 'ua-parser-js';
+
+import type { TDocumentAuditLog } from '@documenso/lib/types/document-audit-logs';
+import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@documenso/ui/primitives/table';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+export type AuditLogDataTableProps = {
+  logs: TDocumentAuditLog[];
+};
+
+const dateFormat: DateTimeFormatOptions = {
+  ...DateTime.DATETIME_SHORT,
+  hourCycle: 'h12',
+};
+
+export const AuditLogDataTable = ({ logs }: AuditLogDataTableProps) => {
+  const parser = new UAParser();
+
+  const uppercaseFistLetter = (text: string) => {
+    return text.charAt(0).toUpperCase() + text.slice(1);
+  };
+
+  return (
+    <Table overflowHidden>
+      <TableHeader>
+        <TableRow>
+          <TableHead>Time</TableHead>
+          <TableHead>User</TableHead>
+          <TableHead>Action</TableHead>
+          <TableHead>IP Address</TableHead>
+          <TableHead>Browser</TableHead>
+        </TableRow>
+      </TableHeader>
+
+      <TableBody className="print:text-xs">
+        {logs.map((log, i) => (
+          <TableRow className="break-inside-avoid" key={i}>
+            <TableCell>
+              <LocaleDate format={dateFormat} date={log.createdAt} />
+            </TableCell>
+
+            <TableCell>
+              {log.name || log.email ? (
+                <div>
+                  {log.name && (
+                    <p className="break-all" title={log.name}>
+                      {log.name}
+                    </p>
+                  )}
+
+                  {log.email && (
+                    <p className="text-muted-foreground break-all" title={log.email}>
+                      {log.email}
+                    </p>
+                  )}
+                </div>
+              ) : (
+                <p>N/A</p>
+              )}
+            </TableCell>
+
+            <TableCell>
+              {uppercaseFistLetter(formatDocumentAuditLogAction(log).description)}
+            </TableCell>
+
+            <TableCell>{log.ipAddress}</TableCell>
+
+            <TableCell>
+              {log.userAgent ? parser.setUA(log.userAgent).getBrowser().name : 'N/A'}
+            </TableCell>
+          </TableRow>
+        ))}
+      </TableBody>
+    </Table>
+  );
+};

apps/web/src/app/(internal)/%5F%5Fhtmltopdf/audit-log/page.tsx

@@ -0,0 +1,139 @@
+import React from 'react';
+
+import { redirect } from 'next/navigation';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { getEntireDocument } from '@documenso/lib/server-only/admin/get-entire-document';
+import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
+import { findDocumentAuditLogs } from '@documenso/lib/server-only/document/find-document-audit-logs';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+
+import { Logo } from '~/components/branding/logo';
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+import { AuditLogDataTable } from './data-table';
+
+type AuditLogProps = {
+  searchParams: {
+    d: string;
+  };
+};
+
+export default async function AuditLog({ searchParams }: AuditLogProps) {
+  const { d } = searchParams;
+
+  if (typeof d !== 'string' || !d) {
+    return redirect('/');
+  }
+
+  const rawDocumentId = decryptSecondaryData(d);
+
+  if (!rawDocumentId || isNaN(Number(rawDocumentId))) {
+    return redirect('/');
+  }
+
+  const documentId = Number(rawDocumentId);
+
+  const document = await getEntireDocument({
+    id: documentId,
+  }).catch(() => null);
+
+  if (!document) {
+    return redirect('/');
+  }
+
+  const { data: auditLogs } = await findDocumentAuditLogs({
+    documentId: documentId,
+    userId: document.userId,
+    perPage: 100_000,
+  });
+
+  return (
+    <div className="print-provider pointer-events-none mx-auto max-w-screen-md">
+      <div className="flex items-center">
+        <h1 className="my-8 text-2xl font-bold">Version History</h1>
+      </div>
+
+      <Card>
+        <CardContent className="grid grid-cols-2 gap-4 p-6 text-sm print:text-xs">
+          <p>
+            <span className="font-medium">Document ID</span>
+
+            <span className="mt-1 block break-words">{document.id}</span>
+          </p>
+
+          <p>
+            <span className="font-medium">Enclosed Document</span>
+
+            <span className="mt-1 block break-words">{document.title}</span>
+          </p>
+
+          <p>
+            <span className="font-medium">Status</span>
+
+            <span className="mt-1 block">{document.deletedAt ? 'DELETED' : document.status}</span>
+          </p>
+
+          <p>
+            <span className="font-medium">Owner</span>
+
+            <span className="mt-1 block break-words">
+              {document.User.name} ({document.User.email})
+            </span>
+          </p>
+
+          <p>
+            <span className="font-medium">Created At</span>
+
+            <span className="mt-1 block">
+              <LocaleDate date={document.createdAt} format="yyyy-mm-dd hh:mm:ss a (ZZZZ)" />
+            </span>
+          </p>
+
+          <p>
+            <span className="font-medium">Last Updated</span>
+
+            <span className="mt-1 block">
+              <LocaleDate date={document.updatedAt} format="yyyy-mm-dd hh:mm:ss a (ZZZZ)" />
+            </span>
+          </p>
+
+          <p>
+            <span className="font-medium">Time Zone</span>
+
+            <span className="mt-1 block break-words">
+              {document.documentMeta?.timezone ?? 'N/A'}
+            </span>
+          </p>
+
+          <div>
+            <p className="font-medium">Recipients</p>
+
+            <ul className="mt-1 list-inside list-disc">
+              {document.Recipient.map((recipient) => (
+                <li key={recipient.id}>
+                  <span className="text-muted-foreground">
+                    [{RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}]
+                  </span>{' '}
+                  {recipient.name} ({recipient.email})
+                </li>
+              ))}
+            </ul>
+          </div>
+        </CardContent>
+      </Card>
+
+      <Card className="mt-8">
+        <CardContent className="p-0">
+          <AuditLogDataTable logs={auditLogs} />
+        </CardContent>
+      </Card>
+
+      <div className="my-8 flex-row-reverse">
+        <div className="flex items-end justify-end gap-x-4">
+          <Logo className="max-h-6 print:max-h-4" />
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(internal)/%5F%5Fhtmltopdf/certificate/page.tsx

@@ -0,0 +1,299 @@
+import React from 'react';
+
+import { redirect } from 'next/navigation';
+
+import { match } from 'ts-pattern';
+import { UAParser } from 'ua-parser-js';
+
+import {
+  RECIPIENT_ROLES_DESCRIPTION,
+  RECIPIENT_ROLE_SIGNING_REASONS,
+} from '@documenso/lib/constants/recipient-roles';
+import { getEntireDocument } from '@documenso/lib/server-only/admin/get-entire-document';
+import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
+import { getDocumentCertificateAuditLogs } from '@documenso/lib/server-only/document/get-document-certificate-audit-logs';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { FieldType } from '@documenso/prisma/client';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@documenso/ui/primitives/table';
+
+import { Logo } from '~/components/branding/logo';
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+type SigningCertificateProps = {
+  searchParams: {
+    d: string;
+  };
+};
+
+const FRIENDLY_SIGNING_REASONS = {
+  ['__OWNER__']: 'I am the owner of this document',
+  ...RECIPIENT_ROLE_SIGNING_REASONS,
+};
+
+export default async function SigningCertificate({ searchParams }: SigningCertificateProps) {
+  const { d } = searchParams;
+
+  if (typeof d !== 'string' || !d) {
+    return redirect('/');
+  }
+
+  const rawDocumentId = decryptSecondaryData(d);
+
+  if (!rawDocumentId || isNaN(Number(rawDocumentId))) {
+    return redirect('/');
+  }
+
+  const documentId = Number(rawDocumentId);
+
+  const document = await getEntireDocument({
+    id: documentId,
+  }).catch(() => null);
+
+  if (!document) {
+    return redirect('/');
+  }
+
+  const auditLogs = await getDocumentCertificateAuditLogs({
+    id: documentId,
+  });
+
+  const isOwner = (email: string) => {
+    return email.toLowerCase() === document.User.email.toLowerCase();
+  };
+
+  const getDevice = (userAgent?: string | null) => {
+    if (!userAgent) {
+      return 'Unknown';
+    }
+
+    const parser = new UAParser(userAgent);
+
+    parser.setUA(userAgent);
+
+    const result = parser.getResult();
+
+    return `${result.os.name} - ${result.browser.name} ${result.browser.version}`;
+  };
+
+  const getAuthenticationLevel = (recipientId: number) => {
+    const recipient = document.Recipient.find((recipient) => recipient.id === recipientId);
+
+    if (!recipient) {
+      return 'Unknown';
+    }
+
+    const extractedAuthMethods = extractDocumentAuthMethods({
+      documentAuth: document.authOptions,
+      recipientAuth: recipient.authOptions,
+    });
+
+    let authLevel = match(extractedAuthMethods.derivedRecipientActionAuth)
+      .with('ACCOUNT', () => 'Account Re-Authentication')
+      .with('TWO_FACTOR_AUTH', () => 'Two-Factor Re-Authentication')
+      .with('PASSKEY', () => 'Passkey Re-Authentication')
+      .with('EXPLICIT_NONE', () => 'Email')
+      .with(null, () => null)
+      .exhaustive();
+
+    if (!authLevel) {
+      authLevel = match(extractedAuthMethods.derivedRecipientAccessAuth)
+        .with('ACCOUNT', () => 'Account Authentication')
+        .with(null, () => 'Email')
+        .exhaustive();
+    }
+
+    return authLevel;
+  };
+
+  const getRecipientAuditLogs = (recipientId: number) => {
+    return {
+      [DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT]: auditLogs[DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT && log.data.recipientId === recipientId,
+      ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED
+      ].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED &&
+          log.data.recipientId === recipientId,
+      ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED
+      ].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED &&
+          log.data.recipientId === recipientId,
+      ),
+    };
+  };
+
+  const getRecipientSignatureField = (recipientId: number) => {
+    return document.Recipient.find((recipient) => recipient.id === recipientId)?.Field.find(
+      (field) => field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE,
+    );
+  };
+
+  return (
+    <div className="print-provider pointer-events-none mx-auto max-w-screen-md">
+      <div className="flex items-center">
+        <h1 className="my-8 text-2xl font-bold">Signing Certificate</h1>
+      </div>
+
+      <Card>
+        <CardContent className="p-0">
+          <Table overflowHidden>
+            <TableHeader>
+              <TableRow>
+                <TableHead>Signer Events</TableHead>
+                <TableHead>Signature</TableHead>
+                <TableHead>Details</TableHead>
+                {/* <TableHead>Security</TableHead> */}
+              </TableRow>
+            </TableHeader>
+
+            <TableBody className="print:text-xs">
+              {document.Recipient.map((recipient, i) => {
+                const logs = getRecipientAuditLogs(recipient.id);
+                const signature = getRecipientSignatureField(recipient.id);
+
+                return (
+                  <TableRow key={i} className="print:break-inside-avoid">
+                    <TableCell truncate={false} className="w-[min-content] max-w-[220px] align-top">
+                      <div className="hyphens-auto break-words font-medium">{recipient.name}</div>
+                      <div className="break-all">{recipient.email}</div>
+                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                        {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                      </p>
+
+                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                        <span className="font-medium">Authentication Level:</span>{' '}
+                        <span className="block">{getAuthenticationLevel(recipient.id)}</span>
+                      </p>
+                    </TableCell>
+
+                    <TableCell truncate={false} className="w-[min-content] align-top">
+                      {signature ? (
+                        <>
+                          <div
+                            className="inline-block rounded-lg p-1"
+                            style={{
+                              boxShadow: `0px 0px 0px 4.88px rgba(122, 196, 85, 0.1), 0px 0px 0px 1.22px rgba(122, 196, 85, 0.6), 0px 0px 0px 0.61px rgba(122, 196, 85, 1)`,
+                            }}
+                          >
+                            <img
+                              src={`${signature.Signature?.signatureImageAsBase64}`}
+                              alt="Signature"
+                              className="max-h-12 max-w-full"
+                            />
+                          </div>
+
+                          <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                            <span className="font-medium">Signature ID:</span>{' '}
+                            <span className="block font-mono uppercase">
+                              {signature.secondaryId}
+                            </span>
+                          </p>
+
+                          <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                            <span className="font-medium">IP Address:</span>{' '}
+                            <span className="inline-block">
+                              {logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.ipAddress ?? 'Unknown'}
+                            </span>
+                          </p>
+
+                          <p className="text-muted-foreground mt-1 text-sm print:text-xs">
+                            <span className="font-medium">Device:</span>{' '}
+                            <span className="inline-block">
+                              {getDevice(logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.userAgent)}
+                            </span>
+                          </p>
+                        </>
+                      ) : (
+                        <p className="text-muted-foreground">N/A</p>
+                      )}
+                    </TableCell>
+
+                    <TableCell truncate={false} className="w-[min-content] align-top">
+                      <div className="space-y-1">
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Sent:</span>{' '}
+                          <span className="inline-block">
+                            {logs.EMAIL_SENT[0] ? (
+                              <LocaleDate
+                                date={logs.EMAIL_SENT[0].createdAt}
+                                format="yyyy-MM-dd hh:mm:ss a (ZZZZ)"
+                              />
+                            ) : (
+                              'Unknown'
+                            )}
+                          </span>
+                        </p>
+
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Viewed:</span>{' '}
+                          <span className="inline-block">
+                            {logs.DOCUMENT_OPENED[0] ? (
+                              <LocaleDate
+                                date={logs.DOCUMENT_OPENED[0].createdAt}
+                                format="yyyy-MM-dd hh:mm:ss a (ZZZZ)"
+                              />
+                            ) : (
+                              'Unknown'
+                            )}
+                          </span>
+                        </p>
+
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Signed:</span>{' '}
+                          <span className="inline-block">
+                            {logs.DOCUMENT_RECIPIENT_COMPLETED[0] ? (
+                              <LocaleDate
+                                date={logs.DOCUMENT_RECIPIENT_COMPLETED[0].createdAt}
+                                format="yyyy-MM-dd hh:mm:ss a (ZZZZ)"
+                              />
+                            ) : (
+                              'Unknown'
+                            )}
+                          </span>
+                        </p>
+
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Reason:</span>{' '}
+                          <span className="inline-block">
+                            {isOwner(recipient.email)
+                              ? FRIENDLY_SIGNING_REASONS['__OWNER__']
+                              : FRIENDLY_SIGNING_REASONS[recipient.role]}
+                          </span>
+                        </p>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                );
+              })}
+            </TableBody>
+          </Table>
+        </CardContent>
+      </Card>
+
+      <div className="my-8 flex-row-reverse">
+        <div className="flex items-end justify-end gap-x-4">
+          <p className="flex-shrink-0 text-sm font-medium print:text-xs">
+            Signing certificate provided by:
+          </p>
+
+          <Logo className="max-h-6 print:max-h-4" />
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/complete/claim-account.tsx

@@ -0,0 +1,155 @@
+'use client';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { TRPCClientError } from '@documenso/trpc/client';
+import { trpc } from '@documenso/trpc/react';
+import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type ClaimAccountProps = {
+  defaultName: string;
+  defaultEmail: string;
+  trigger?: React.ReactNode;
+};
+
+export const ZClaimAccountFormSchema = z
+  .object({
+    name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+    email: z.string().email().min(1),
+    password: ZPasswordSchema,
+  })
+  .refine(
+    (data) => {
+      const { name, email, password } = data;
+      return !password.includes(name) && !password.includes(email.split('@')[0]);
+    },
+    {
+      message: 'Password should not be common or based on personal information',
+      path: ['password'],
+    },
+  );
+
+export type TClaimAccountFormSchema = z.infer<typeof ZClaimAccountFormSchema>;
+
+export const ClaimAccount = ({ defaultName, defaultEmail }: ClaimAccountProps) => {
+  const analytics = useAnalytics();
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const { mutateAsync: signup } = trpc.auth.signup.useMutation();
+
+  const form = useForm<TClaimAccountFormSchema>({
+    values: {
+      name: defaultName ?? '',
+      email: defaultEmail,
+      password: '',
+    },
+    resolver: zodResolver(ZClaimAccountFormSchema),
+  });
+
+  const onFormSubmit = async ({ name, email, password }: TClaimAccountFormSchema) => {
+    try {
+      await signup({ name, email, password });
+
+      router.push(`/unverified-account`);
+
+      toast({
+        title: 'Registration Successful',
+        description:
+          'You have successfully registered. Please verify your account by clicking on the link you received in the email.',
+        duration: 5000,
+      });
+
+      analytics.capture('App: User Claim Account', {
+        email,
+        timestamp: new Date().toISOString(),
+      });
+    } catch (error) {
+      if (error instanceof TRPCClientError && error.data?.code === 'BAD_REQUEST') {
+        toast({
+          title: 'An error occurred',
+          description: error.message,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: 'An unknown error occurred',
+          description:
+            'We encountered an unknown error while attempting to sign you up. Please try again later.',
+          variant: 'destructive',
+        });
+      }
+    }
+  };
+
+  return (
+    <div className="mt-2 w-full">
+      <Form {...form}>
+        <form onSubmit={form.handleSubmit(onFormSubmit)}>
+          <fieldset disabled={form.formState.isSubmitting} className="mt-4">
+            <FormField
+              name="name"
+              control={form.control}
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder="Enter your name" />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <FormField
+              name="email"
+              control={form.control}
+              render={({ field }) => (
+                <FormItem className="mt-4">
+                  <FormLabel>Email address</FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder="Enter your email" />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <FormField
+              name="password"
+              control={form.control}
+              render={({ field }) => (
+                <FormItem className="mt-4">
+                  <FormLabel>Set a password</FormLabel>
+                  <FormControl>
+                    <PasswordInput {...field} placeholder="Pick a password" />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <Button type="submit" className="mt-6 w-full" loading={form.formState.isSubmitting}>
+              Claim account
+            </Button>
+          </fieldset>
+        </form>
+      </Form>
+    </div>
+  );
+};

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

@@ -3,6 +3,7 @@ import { notFound } from 'next/navigation';
 
 import { CheckCircle2, Clock8 } from 'lucide-react';
 import { getServerSession } from 'next-auth';
+import { env } from 'next-runtime-env';
 import { match } from 'ts-pattern';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
@@ -16,10 +17,13 @@ import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/clie
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
 
 import { truncateTitle } from '~/helpers/truncate-title';
 
 import { SigningAuthPageView } from '../signing-auth-page';
+import { ClaimAccount } from './claim-account';
 import { DocumentPreviewButton } from './document-preview-button';
 
 export type CompletedSigningPageProps = {
@@ -31,6 +35,8 @@ export type CompletedSigningPageProps = {
 export default async function CompletedSigningPage({
   params: { token },
 }: CompletedSigningPageProps) {
+  const NEXT_PUBLIC_DISABLE_SIGNUP = env('NEXT_PUBLIC_DISABLE_SIGNUP');
+
   if (!token) {
     return notFound();
   }
@@ -79,96 +85,120 @@ export default async function CompletedSigningPage({
 
   const sessionData = await getServerSession();
   const isLoggedIn = !!sessionData?.user;
+  const canSignUp = !isLoggedIn && NEXT_PUBLIC_DISABLE_SIGNUP !== 'true';
 
   return (
-    <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-24 md:-mx-8 md:px-8 lg:pt-36 xl:pt-44">
-      {/* Card with recipient */}
-      <SigningCard3D
-        name={recipientName}
-        signature={signatures.at(0)}
-        signingCelebrationImage={signingCelebration}
-      />
+    <div
+      className={cn(
+        '-mx-4 flex flex-col items-center overflow-x-hidden px-4 pt-24 md:-mx-8 md:px-8 lg:pt-36 xl:pt-44',
+        { 'pt-0 lg:pt-0 xl:pt-0': canSignUp },
+      )}
+    >
+      <div
+        className={cn('relative mt-6 flex w-full flex-col items-center justify-center', {
+          'mt-0 flex-col divide-y overflow-hidden pt-6 md:pt-16 lg:flex-row lg:divide-x lg:divide-y-0 lg:pt-20 xl:pt-24':
+            canSignUp,
+        })}
+      >
+        <div
+          className={cn('flex flex-col items-center', {
+            'mb-8 p-4 md:mb-0 md:p-12': canSignUp,
+          })}
+        >
+          <Badge variant="neutral" size="default" className="mb-6 rounded-xl border bg-transparent">
+            {truncatedTitle}
+          </Badge>
 
-      <div className="relative mt-6 flex w-full flex-col items-center">
-        {match({ status: document.status, deletedAt: document.deletedAt })
-          .with({ status: DocumentStatus.COMPLETED }, () => (
-            <div className="text-documenso-700 flex items-center text-center">
-              <CheckCircle2 className="mr-2 h-5 w-5" />
-              <span className="text-sm">Everyone has signed</span>
-            </div>
-          ))
-          .with({ deletedAt: null }, () => (
-            <div className="flex items-center text-center text-blue-600">
-              <Clock8 className="mr-2 h-5 w-5" />
-              <span className="text-sm">Waiting for others to sign</span>
-            </div>
-          ))
-          .otherwise(() => (
-            <div className="flex items-center text-center text-red-600">
-              <Clock8 className="mr-2 h-5 w-5" />
-              <span className="text-sm">Document no longer available to sign</span>
-            </div>
-          ))}
+          {/* Card with recipient */}
+          <SigningCard3D
+            name={recipientName}
+            signature={signatures.at(0)}
+            signingCelebrationImage={signingCelebration}
+          />
 
-        <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
-          You have
-          {recipient.role === RecipientRole.SIGNER && ' signed '}
-          {recipient.role === RecipientRole.VIEWER && ' viewed '}
-          {recipient.role === RecipientRole.APPROVER && ' approved '}
-          <span className="mt-1.5 block">"{truncatedTitle}"</span>
-        </h2>
+          <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+            Document
+            {recipient.role === RecipientRole.SIGNER && ' Signed '}
+            {recipient.role === RecipientRole.VIEWER && ' Viewed '}
+            {recipient.role === RecipientRole.APPROVER && ' Approved '}
+          </h2>
 
-        {match({ status: document.status, deletedAt: document.deletedAt })
-          .with({ status: DocumentStatus.COMPLETED }, () => (
-            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
-              Everyone has signed! You will receive an Email copy of the signed document.
-            </p>
-          ))
-          .with({ deletedAt: null }, () => (
-            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
-              You will receive an Email copy of the signed document once everyone has signed.
-            </p>
-          ))
-          .otherwise(() => (
-            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
-              This document has been cancelled by the owner and is no longer available for others to
-              sign.
-            </p>
-          ))}
+          {match({ status: document.status, deletedAt: document.deletedAt })
+            .with({ status: DocumentStatus.COMPLETED }, () => (
+              <div className="text-documenso-700 mt-4 flex items-center text-center">
+                <CheckCircle2 className="mr-2 h-5 w-5" />
+                <span className="text-sm">Everyone has signed</span>
+              </div>
+            ))
+            .with({ deletedAt: null }, () => (
+              <div className="flex items-center mt-4 text-center text-blue-600">
+                <Clock8 className="mr-2 h-5 w-5" />
+                <span className="text-sm">Waiting for others to sign</span>
+              </div>
+            ))
+            .otherwise(() => (
+              <div className="flex items-center text-center text-red-600">
+                <Clock8 className="mr-2 h-5 w-5" />
+                <span className="text-sm">Document no longer available to sign</span>
+              </div>
+            ))}
 
-        <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
-          <DocumentShareButton documentId={document.id} token={recipient.token} />
+          {match({ status: document.status, deletedAt: document.deletedAt })
+            .with({ status: DocumentStatus.COMPLETED }, () => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                Everyone has signed! You will receive an Email copy of the signed document.
+              </p>
+            ))
+            .with({ deletedAt: null }, () => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                You will receive an Email copy of the signed document once everyone has signed.
+              </p>
+            ))
+            .otherwise(() => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                This document has been cancelled by the owner and is no longer available for others
+                to sign.
+              </p>
+            ))}
 
-          {document.status === DocumentStatus.COMPLETED ? (
-            <DocumentDownloadButton
-              className="flex-1"
-              fileName={document.title}
-              documentData={documentData}
-              disabled={document.status !== DocumentStatus.COMPLETED}
-            />
-          ) : (
-            <DocumentPreviewButton
-              className="text-[11px]"
-              title="Signatures will appear once the document has been completed"
-              documentData={documentData}
-            />
-          )}
+          <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
+            <DocumentShareButton documentId={document.id} token={recipient.token} />
+
+            {document.status === DocumentStatus.COMPLETED ? (
+              <DocumentDownloadButton
+                className="flex-1"
+                fileName={document.title}
+                documentData={documentData}
+                disabled={document.status !== DocumentStatus.COMPLETED}
+              />
+            ) : (
+              <DocumentPreviewButton
+                className="text-[11px]"
+                title="Signatures will appear once the document has been completed"
+                documentData={documentData}
+              />
+            )}
+          </div>
         </div>
 
-        {isLoggedIn ? (
+        {canSignUp && (
+          <div className={`flex max-w-xl flex-col items-center justify-center p-4 md:p-12`}>
+            <h2 className="mt-8 text-center text-xl font-semibold md:mt-0">
+              Need to sign documents?
+            </h2>
+
+            <p className="text-muted-foreground/60 mt-4 max-w-[55ch] text-center leading-normal">
+              Create your account and start using state-of-the-art document signing.
+            </p>
+
+            <ClaimAccount defaultName={recipientName} defaultEmail={recipient.email} />
+          </div>
+        )}
+
+        {isLoggedIn && (
           <Link href="/documents" className="text-documenso-700 hover:text-documenso-600 mt-36">
             Go Back Home
           </Link>
-        ) : (
-          <p className="text-muted-foreground/60 mt-36 text-sm">
-            Want to send slick signing links like this one?{' '}
-            <Link
-              href="https://documenso.com"
-              className="text-documenso-700 hover:text-documenso-600"
-            >
-              Check out Documenso.
-            </Link>
-          </p>
         )}
       </div>
     </div>

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

@@ -6,6 +6,7 @@ import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-c
 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 { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
 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';
@@ -37,7 +38,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
 
-  const [document, fields, recipient] = await Promise.all([
+  const [document, fields, recipient, completedFields] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
       userId: user?.id,
@@ -45,9 +46,15 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
+    getCompletedFieldsForToken({ token }),
   ]);
 
-  if (!document || !document.documentData || !recipient) {
+  if (
+    !document ||
+    !document.documentData ||
+    !recipient ||
+    document.status === DocumentStatus.DRAFT
+  ) {
     return notFound();
   }
 
@@ -120,7 +127,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
       <DocumentAuthProvider document={document} recipient={recipient} user={user}>
-        <SigningPageView recipient={recipient} document={document} fields={fields} />
+        <SigningPageView
+          recipient={recipient}
+          document={document}
+          fields={fields}
+          completedFields={completedFields}
+        />
       </DocumentAuthProvider>
     </SigningProvider>
   );

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

@@ -7,9 +7,11 @@ import {
   Dialog,
   DialogContent,
   DialogFooter,
+  DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 
+import { SigningDisclosure } from '~/components/general/signing-disclosure';
 import { truncateTitle } from '~/helpers/truncate-title';
 
 export type SignDialogProps = {
@@ -66,23 +68,39 @@ export const SignDialog = ({
           {isComplete ? 'Complete' : 'Next field'}
         </Button>
       </DialogTrigger>
+
       <DialogContent>
-        <div className="text-center">
+        <DialogTitle>
           <div className="text-foreground text-xl font-semibold">
-            {role === RecipientRole.VIEWER && 'Mark Document as Viewed'}
-            {role === RecipientRole.SIGNER && 'Sign Document'}
-            {role === RecipientRole.APPROVER && 'Approve Document'}
-          </div>
-          <div className="text-muted-foreground mx-auto w-4/5 py-2 text-center">
-            {role === RecipientRole.VIEWER &&
-              `You are about to finish viewing "${truncatedTitle}". Are you sure?`}
-            {role === RecipientRole.SIGNER &&
-              `You are about to finish signing "${truncatedTitle}". Are you sure?`}
-            {role === RecipientRole.APPROVER &&
-              `You are about to finish approving "${truncatedTitle}". Are you sure?`}
+            {role === RecipientRole.VIEWER && 'Complete Viewing'}
+            {role === RecipientRole.SIGNER && 'Complete Signing'}
+            {role === RecipientRole.APPROVER && 'Complete Approval'}
           </div>
+        </DialogTitle>
+
+        <div className="text-muted-foreground max-w-[50ch]">
+          {role === RecipientRole.VIEWER && (
+            <span>
+              You are about to complete viewing "{truncatedTitle}".
+              <br /> Are you sure?
+            </span>
+          )}
+          {role === RecipientRole.SIGNER && (
+            <span>
+              You are about to complete signing "{truncatedTitle}".
+              <br /> Are you sure?
+            </span>
+          )}
+          {role === RecipientRole.APPROVER && (
+            <span>
+              You are about to complete approving "{truncatedTitle}".
+              <br /> Are you sure?
+            </span>
+          )}
         </div>
 
+        <SigningDisclosure className="mt-4" />
+
         <DialogFooter>
           <div className="flex w-full flex-1 flex-nowrap gap-4">
             <Button

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

@@ -18,6 +18,8 @@ import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { SigningDisclosure } from '~/components/general/signing-disclosure';
+
 import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SigningFieldContainer } from './signing-field-container';
@@ -200,6 +202,8 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
             />
           </div>
 
+          <SigningDisclosure />
+
           <DialogFooter>
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button

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

@@ -4,12 +4,14 @@ import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-form
 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 { CompletedField } from '@documenso/lib/types/fields';
 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 { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import { truncateTitle } from '~/helpers/truncate-title';
 
 import { DateField } from './date-field';
@@ -23,9 +25,15 @@ export type SigningPageViewProps = {
   document: DocumentAndSender;
   recipient: Recipient;
   fields: Field[];
+  completedFields: CompletedField[];
 };
 
-export const SigningPageView = ({ document, recipient, fields }: SigningPageViewProps) => {
+export const SigningPageView = ({
+  document,
+  recipient,
+  fields,
+  completedFields,
+}: SigningPageViewProps) => {
   const truncatedTitle = truncateTitle(document.title);
 
   const { documentData, documentMeta } = document;
@@ -70,6 +78,8 @@ export const SigningPageView = ({ document, recipient, fields }: SigningPageView
         </div>
       </div>
 
+      <DocumentReadOnlyFields fields={completedFields} />
+
       <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
         {fields.map((field) =>
           match(field.type)

apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx

@@ -1,7 +1,10 @@
 import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { GetTeamTokensResponse } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamTokens } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,7 +26,24 @@ export default async function ApiTokensPage({ params }: ApiTokensPageProps) {
 
   const team = await getTeamByUrl({ userId: user.id, teamUrl });
 
-  const tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
+  let tokens: GetTeamTokensResponse | null = null;
+
+  try {
+    tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
+  } catch (err) {
+    const error = AppError.parseError(err);
+
+    return (
+      <div>
+        <h3 className="text-2xl font-semibold">API Tokens</h3>
+        <p className="text-muted-foreground mt-2 text-sm">
+          {match(error.code)
+            .with(AppErrorCode.UNAUTHORIZED, () => error.message)
+            .otherwise(() => 'Something went wrong.')}
+        </p>
+      </div>
+    );
+  }
 
   return (
     <div>

apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx

@@ -0,0 +1,108 @@
+import Link from 'next/link';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+export default function SignatureDisclosure() {
+  return (
+    <div>
+      <article className="prose dark:prose-invert">
+        <h1>Electronic Signature Disclosure</h1>
+
+        <h2>Welcome</h2>
+        <p>
+          Thank you for using Documenso to perform your electronic document signing. The purpose of
+          this disclosure is to inform you about the process, legality, and your rights regarding
+          the use of electronic signatures on our platform. By opting to use an electronic
+          signature, you are agreeing to the terms and conditions outlined below.
+        </p>
+
+        <h2>Acceptance and Consent</h2>
+        <p>
+          When you use our platform to affix your electronic signature to documents, you are
+          consenting to do so under the Electronic Signatures in Global and National Commerce Act
+          (E-Sign Act) and other applicable laws. This action indicates your agreement to use
+          electronic means to sign documents and receive notifications.
+        </p>
+
+        <h2>Legality of Electronic Signatures</h2>
+        <p>
+          An electronic signature provided by you on our platform, achieved through clicking through
+          to a document and entering your name, or any other electronic signing method we provide,
+          is legally binding. It carries the same weight and enforceability as a manual signature
+          written with ink on paper.
+        </p>
+
+        <h2>System Requirements</h2>
+        <p>To use our electronic signature service, you must have access to:</p>
+        <ul>
+          <li>A stable internet connection</li>
+          <li>An email account</li>
+          <li>A device capable of accessing, opening, and reading documents</li>
+          <li>A means to print or download documents for your records</li>
+        </ul>
+
+        <h2>Electronic Delivery of Documents</h2>
+        <p>
+          All documents related to the electronic signing process will be provided to you
+          electronically through our platform or via email. It is your responsibility to ensure that
+          your email address is current and that you can receive and open our emails.
+        </p>
+
+        <h2>Consent to Electronic Transactions</h2>
+        <p>
+          By using the electronic signature feature, you are consenting to conduct transactions and
+          receive disclosures electronically. You acknowledge that your electronic signature on
+          documents is binding and that you accept the terms outlined in the documents you are
+          signing.
+        </p>
+
+        <h2>Withdrawing Consent</h2>
+        <p>
+          You have the right to withdraw your consent to use electronic signatures at any time
+          before completing the signing process. To withdraw your consent, please contact the sender
+          of the document. In failing to contact the sender you may reach out to{' '}
+          <a href="mailto:support@documenso.com">support@documenso.com</a> for assistance. Be aware
+          that withdrawing consent may delay or halt the completion of the related transaction or
+          service.
+        </p>
+
+        <h2>Updating Your Information</h2>
+        <p>
+          It is crucial to keep your contact information, especially your email address, up to date
+          with us. Please notify us immediately of any changes to ensure that you continue to
+          receive all necessary communications.
+        </p>
+
+        <h2>Retention of Documents</h2>
+        <p>
+          After signing a document electronically, you will be provided the opportunity to view,
+          download, and print the document for your records. It is highly recommended that you
+          retain a copy of all electronically signed documents for your personal records. We will
+          also retain a copy of the signed document for our records however we may not be able to
+          provide you with a copy of the signed document after a certain period of time.
+        </p>
+
+        <h2>Acknowledgment</h2>
+        <p>
+          By proceeding to use the electronic signature service provided by Documenso, you affirm
+          that you have read and understood this disclosure. You agree to all terms and conditions
+          related to the use of electronic signatures and electronic transactions as outlined
+          herein.
+        </p>
+
+        <h2>Contact Information</h2>
+        <p>
+          For any questions regarding this disclosure, electronic signatures, or any related
+          process, please contact us at:{' '}
+          <a href="mailto:support@documenso.com">support@documenso.com</a>
+        </p>
+      </article>
+
+      <div className="mt-8">
+        <Button asChild>
+          <Link href="/documents">Back to Documents</Link>
+        </Button>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/layout.tsx

@@ -2,6 +2,7 @@ import { Suspense } from 'react';
 
 import { Caveat, Inter } from 'next/font/google';
 
+import { AxiomWebVitals } from 'next-axiom';
 import { PublicEnvScript } from 'next-runtime-env';
 
 import { FeatureFlagProvider } from '@documenso/lib/client-only/providers/feature-flag';
@@ -71,6 +72,8 @@ export default async function RootLayout({ children }: { children: React.ReactNo
         <PublicEnvScript />
       </head>
 
+      <AxiomWebVitals />
+
       <Suspense>
         <PostHogPageview />
       </Suspense>

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

@@ -8,6 +8,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Recipient } from '@documenso/prisma/client';
+import { DocumentStatus } from '@documenso/prisma/client';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -15,18 +16,21 @@ import { StackAvatar } from './stack-avatar';
 
 export type AvatarWithRecipientProps = {
   recipient: Recipient;
+  documentStatus: DocumentStatus;
 };
 
-export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
+export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRecipientProps) {
   const [, copy] = useCopyToClipboard();
   const { toast } = useToast();
 
+  const signingToken = documentStatus === DocumentStatus.PENDING ? recipient.token : null;
+
   const onRecipientClick = () => {
-    if (!recipient.token) {
+    if (!signingToken) {
       return;
     }
 
-    void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`).then(() => {
+    void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${signingToken}`).then(() => {
       toast({
         title: 'Copied to clipboard',
         description: 'The signing link has been copied to your clipboard.',
@@ -37,10 +41,10 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   return (
     <div
       className={cn('my-1 flex items-center gap-2', {
-        'cursor-pointer hover:underline': recipient.token,
+        'cursor-pointer hover:underline': signingToken,
       })}
-      role={recipient.token ? 'button' : undefined}
-      title={recipient.token && 'Click to copy signing link for sending to recipient'}
+      role={signingToken ? 'button' : undefined}
+      title={signingToken ? 'Click to copy signing link for sending to recipient' : undefined}
       onClick={onRecipientClick}
     >
       <StackAvatar
@@ -49,16 +53,15 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
         type={getRecipientType(recipient)}
         fallbackText={recipientAbbreviation(recipient)}
       />
-      <div>
-        <div
-          className="text-muted-foreground text-sm"
-          title="Click to copy signing link for sending to recipient"
-        >
-          <p>{recipient.email} </p>
-          <p className="text-muted-foreground/70 text-xs">
-            {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
-          </p>
-        </div>
+
+      <div
+        className="text-muted-foreground text-sm"
+        title={signingToken ? 'Click to copy signing link for sending to recipient' : undefined}
+      >
+        <p>{recipient.email}</p>
+        <p className="text-muted-foreground/70 text-xs">
+          {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+        </p>
       </div>
     </div>
   );

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

@@ -1,33 +1,28 @@
 'use client';
 
-import { useRef, useState } from 'react';
-
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import type { Recipient } from '@documenso/prisma/client';
-import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import type { DocumentStatus, Recipient } from '@documenso/prisma/client';
+import { PopoverHover } from '@documenso/ui/primitives/popover';
 
 import { AvatarWithRecipient } from './avatar-with-recipient';
 import { StackAvatar } from './stack-avatar';
 import { StackAvatars } from './stack-avatars';
 
 export type StackAvatarsWithTooltipProps = {
+  documentStatus: DocumentStatus;
   recipients: Recipient[];
   position?: 'top' | 'bottom';
   children?: React.ReactNode;
 };
 
 export const StackAvatarsWithTooltip = ({
+  documentStatus,
   recipients,
   position,
   children,
 }: StackAvatarsWithTooltipProps) => {
-  const [open, setOpen] = useState(false);
-
-  const isControlled = useRef(false);
-  const isMouseOverTimeout = useRef<NodeJS.Timeout | null>(null);
-
   const waitingRecipients = recipients.filter(
     (recipient) => getRecipientType(recipient) === 'waiting',
   );
@@ -44,105 +39,74 @@ export const StackAvatarsWithTooltip = ({
     (recipient) => getRecipientType(recipient) === 'unsigned',
   );
 
-  const onMouseEnter = () => {
-    if (isMouseOverTimeout.current) {
-      clearTimeout(isMouseOverTimeout.current);
-    }
-
-    if (isControlled.current) {
-      return;
-    }
-
-    isMouseOverTimeout.current = setTimeout(() => {
-      setOpen((o) => (!o ? true : o));
-    }, 200);
-  };
-
-  const onMouseLeave = () => {
-    if (isMouseOverTimeout.current) {
-      clearTimeout(isMouseOverTimeout.current);
-    }
-
-    if (isControlled.current) {
-      return;
-    }
-
-    setTimeout(() => {
-      setOpen((o) => (o ? false : o));
-    }, 200);
-  };
-
-  const onOpenChange = (newOpen: boolean) => {
-    isControlled.current = newOpen;
-
-    setOpen(newOpen);
-  };
-
   return (
-    <Popover open={open} onOpenChange={onOpenChange}>
-      <PopoverTrigger
-        className="flex cursor-pointer"
-        onMouseEnter={onMouseEnter}
-        onMouseLeave={onMouseLeave}
-      >
-        {children || <StackAvatars recipients={recipients} />}
-      </PopoverTrigger>
-
-      <PopoverContent
-        side={position}
-        onMouseEnter={onMouseEnter}
-        onMouseLeave={onMouseLeave}
-        className="flex flex-col gap-y-5 py-2"
-      >
-        {completedRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Completed</h1>
-            {completedRecipients.map((recipient: Recipient) => (
-              <div key={recipient.id} className="my-1 flex items-center gap-2">
-                <StackAvatar
-                  first={true}
-                  key={recipient.id}
-                  type={getRecipientType(recipient)}
-                  fallbackText={recipientAbbreviation(recipient)}
-                />
-                <div className="">
-                  <p className="text-muted-foreground text-sm">{recipient.email}</p>
-                  <p className="text-muted-foreground/70 text-xs">
-                    {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
-                  </p>
-                </div>
+    <PopoverHover
+      trigger={children || <StackAvatars recipients={recipients} />}
+      contentProps={{
+        className: 'flex flex-col gap-y-5 py-2',
+        side: position,
+      }}
+    >
+      {completedRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Completed</h1>
+          {completedRecipients.map((recipient: Recipient) => (
+            <div key={recipient.id} className="my-1 flex items-center gap-2">
+              <StackAvatar
+                first={true}
+                key={recipient.id}
+                type={getRecipientType(recipient)}
+                fallbackText={recipientAbbreviation(recipient)}
+              />
+              <div className="">
+                <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                <p className="text-muted-foreground/70 text-xs">
+                  {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                </p>
               </div>
-            ))}
-          </div>
-        )}
+            </div>
+          ))}
+        </div>
+      )}
 
-        {waitingRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Waiting</h1>
-            {waitingRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
-            ))}
-          </div>
-        )}
+      {waitingRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Waiting</h1>
+          {waitingRecipients.map((recipient: Recipient) => (
+            <AvatarWithRecipient
+              key={recipient.id}
+              recipient={recipient}
+              documentStatus={documentStatus}
+            />
+          ))}
+        </div>
+      )}
 
-        {openedRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Opened</h1>
-            {openedRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
-            ))}
-          </div>
-        )}
+      {openedRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Opened</h1>
+          {openedRecipients.map((recipient: Recipient) => (
+            <AvatarWithRecipient
+              key={recipient.id}
+              recipient={recipient}
+              documentStatus={documentStatus}
+            />
+          ))}
+        </div>
+      )}
 
-        {uncompletedRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Uncompleted</h1>
-            {uncompletedRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
-            ))}
-          </div>
-        )}
-      </PopoverContent>
-    </Popover>
+      {uncompletedRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Uncompleted</h1>
+          {uncompletedRecipients.map((recipient: Recipient) => (
+            <AvatarWithRecipient
+              key={recipient.id}
+              recipient={recipient}
+              documentStatus={documentStatus}
+            />
+          ))}
+        </div>
+      )}
+    </PopoverHover>
   );
 };

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

@@ -5,7 +5,6 @@ import { useCallback, useMemo, useState } from 'react';
 import { useRouter } from 'next/navigation';
 
 import { Loader, Monitor, Moon, Sun } from 'lucide-react';
-import { useSession } from 'next-auth/react';
 import { useTheme } from 'next-themes';
 import { useHotkeys } from 'react-hotkeys-hook';
 
@@ -18,7 +17,6 @@ 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 {
   CommandDialog,
@@ -71,7 +69,6 @@ export type CommandMenuProps = {
 
 export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   const { setTheme } = useTheme();
-  const { data: session } = useSession();
 
   const router = useRouter();
 
@@ -93,17 +90,6 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       },
     );
 
-  const isOwner = useCallback(
-    (document: Document) => document.userId === session?.user.id,
-    [session?.user.id],
-  );
-
-  const getSigningLink = useCallback(
-    (recipients: Recipient[]) =>
-      `/sign/${recipients.find((r) => r.email === session?.user.email)?.token}`,
-    [session?.user.email],
-  );
-
   const searchResults = useMemo(() => {
     if (!searchDocumentsData) {
       return [];
@@ -111,10 +97,10 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
     return searchDocumentsData.map((document) => ({
       label: document.title,
-      path: isOwner(document) ? `/documents/${document.id}` : getSigningLink(document.Recipient),
-      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+      path: document.path,
+      value: document.value,
     }));
-  }, [searchDocumentsData, isOwner, getSigningLink]);
+  }, [searchDocumentsData]);
 
   const currentPage = pages[pages.length - 1];
 

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

@@ -1,5 +1,3 @@
-'use client';
-
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
@@ -12,8 +10,6 @@ import { getRootHref } from '@documenso/lib/utils/params';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
-import { CommandMenu } from '../common/command-menu';
-
 const navigationLinks = [
   {
     href: '/documents',
@@ -25,13 +21,14 @@ const navigationLinks = [
   },
 ];
 
-export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
+export type DesktopNavProps = HTMLAttributes<HTMLDivElement> & {
+  setIsCommandMenuOpen: (value: boolean) => void;
+};
 
-export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
+export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: DesktopNavProps) => {
   const pathname = usePathname();
   const params = useParams();
 
-  const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
   const rootHref = getRootHref(params, { returnEmptyRootString: true });
@@ -70,12 +67,10 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
         ))}
       </div>
 
-      <CommandMenu open={open} onOpenChange={setOpen} />
-
       <Button
         variant="outline"
         className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
-        onClick={() => setOpen((open) => !open)}
+        onClick={() => setIsCommandMenuOpen(true)}
       >
         <div className="flex items-center">
           <Search className="mr-2 h-5 w-5" />

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

@@ -58,7 +58,7 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
           <Logo className="h-6 w-auto" />
         </Link>
 
-        <DesktopNav />
+        <DesktopNav setIsCommandMenuOpen={setIsCommandMenuOpen} />
 
         <div className="flex gap-x-4 md:ml-8">
           <MenuSwitcher user={user} teams={teams} />

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

@@ -93,7 +93,7 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
         <Button
           data-testid="menu-switcher"
           variant="none"
-          className="relative flex h-12 flex-row items-center px-2 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent"
+          className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
         >
           <AvatarWithText
             avatarFallback={formatAvatarFallback(selectedTeam?.name)}
@@ -102,12 +102,13 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
             rightSideComponent={
               <ChevronsUpDown className="text-muted-foreground ml-auto h-4 w-4" />
             }
+            textSectionClassName="hidden lg:flex"
           />
         </Button>
       </DropdownMenuTrigger>
 
       <DropdownMenuContent
-        className={cn('z-[60] ml-2 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
+        className={cn('z-[60] ml-6 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
         align="end"
         forceMount
       >

apps/web/src/components/(dashboard)/layout/mobile-navigation.tsx

@@ -46,7 +46,7 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
 
   return (
     <Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
-      <SheetContent className="flex w-full max-w-[400px] flex-col">
+      <SheetContent className="flex w-full max-w-[350px] flex-col">
         <Link href="/" onClick={handleMenuItemClick}>
           <Image
             src={LogoImage}
@@ -87,7 +87,7 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
           </div>
 
           <p className="text-muted-foreground text-sm">
-            © {new Date().getFullYear()} Documenso, Inc. All rights reserved.
+            © {new Date().getFullYear()} Documenso, Inc. <br /> All rights reserved.
           </p>
         </div>
       </SheetContent>

apps/web/src/components/(teams)/dialogs/invite-team-member-dialog.tsx

@@ -1,19 +1,22 @@
 'use client';
 
-import { useEffect, useState } from 'react';
+import { useEffect, useRef, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { Mail, PlusCircle, Trash } from 'lucide-react';
+import { Download, Mail, MailIcon, PlusCircle, Trash, Upload, UsersIcon } from 'lucide-react';
+import Papa, { type ParseResult } from 'papaparse';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { downloadFile } from '@documenso/lib/client-only/download-file';
 import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
 import { TeamMemberRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { ZCreateTeamMemberInvitesMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
   DialogContent,
@@ -39,6 +42,7 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@documenso/ui/primitives/select';
+import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type InviteTeamMembersDialogProps = {
@@ -51,18 +55,45 @@ const ZInviteTeamMembersFormSchema = z
   .object({
     invitations: ZCreateTeamMemberInvitesMutationSchema.shape.invitations,
   })
-  .refine(
-    (schema) => {
-      const emails = schema.invitations.map((invitation) => invitation.email.toLowerCase());
+  // Display exactly which rows are duplicates.
+  .superRefine((items, ctx) => {
+    const uniqueEmails = new Map<string, number>();
 
-      return new Set(emails).size === emails.length;
-    },
-    // Dirty hack to handle errors when .root is populated for an array type
-    { message: 'Members must have unique emails', path: ['members__root'] },
-  );
+    for (const [index, invitation] of items.invitations.entries()) {
+      const email = invitation.email.toLowerCase();
+
+      const firstFoundIndex = uniqueEmails.get(email);
+
+      if (firstFoundIndex === undefined) {
+        uniqueEmails.set(email, index);
+        continue;
+      }
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['invitations', index, 'email'],
+      });
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['invitations', firstFoundIndex, 'email'],
+      });
+    }
+  });
 
 type TInviteTeamMembersFormSchema = z.infer<typeof ZInviteTeamMembersFormSchema>;
 
+type TabTypes = 'INDIVIDUAL' | 'BULK';
+
+const ZImportTeamMemberSchema = z.array(
+  z.object({
+    email: z.string().email(),
+    role: z.nativeEnum(TeamMemberRole),
+  }),
+);
+
 export const InviteTeamMembersDialog = ({
   currentUserTeamRole,
   teamId,
@@ -70,6 +101,8 @@ export const InviteTeamMembersDialog = ({
   ...props
 }: InviteTeamMembersDialogProps) => {
   const [open, setOpen] = useState(false);
+  const fileInputRef = useRef<HTMLInputElement>(null);
+  const [invitationType, setInvitationType] = useState<TabTypes>('INDIVIDUAL');
 
   const { toast } = useToast();
 
@@ -130,9 +163,75 @@ export const InviteTeamMembersDialog = ({
   useEffect(() => {
     if (!open) {
       form.reset();
+      setInvitationType('INDIVIDUAL');
     }
   }, [open, form]);
 
+  const onFileInputChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    if (!e.target.files?.length) {
+      return;
+    }
+
+    const csvFile = e.target.files[0];
+
+    Papa.parse(csvFile, {
+      skipEmptyLines: true,
+      comments: 'Work email,Job title',
+      complete: (results: ParseResult<string[]>) => {
+        const members = results.data.map((row) => {
+          const [email, role] = row;
+
+          return {
+            email: email.trim(),
+            role: role.trim().toUpperCase(),
+          };
+        });
+
+        // Remove the first row if it contains the headers.
+        if (members.length > 1 && members[0].role.toUpperCase() === 'ROLE') {
+          members.shift();
+        }
+
+        try {
+          const importedInvitations = ZImportTeamMemberSchema.parse(members);
+
+          form.setValue('invitations', importedInvitations);
+          form.clearErrors('invitations');
+
+          setInvitationType('INDIVIDUAL');
+        } catch (err) {
+          console.error(err.message);
+
+          toast({
+            variant: 'destructive',
+            title: 'Something went wrong',
+            description: 'Please check the CSV file and make sure it is according to our format',
+          });
+        }
+      },
+    });
+  };
+
+  const downloadTemplate = () => {
+    const data = [
+      { email: 'admin@documenso.com', role: 'Admin' },
+      { email: 'manager@documenso.com', role: 'Manager' },
+      { email: 'member@documenso.com', role: 'Member' },
+    ];
+
+    const csvContent =
+      'Email address,Role\n' + data.map((row) => `${row.email},${row.role}`).join('\n');
+
+    const blob = new Blob([csvContent], {
+      type: 'text/csv',
+    });
+
+    downloadFile({
+      filename: 'documenso-team-member-invites-template.csv',
+      data: blob,
+    });
+  };
+
   return (
     <Dialog
       {...props}
@@ -152,92 +251,144 @@ export const InviteTeamMembersDialog = ({
           </DialogDescription>
         </DialogHeader>
 
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset
-              className="flex h-full flex-col space-y-4"
-              disabled={form.formState.isSubmitting}
-            >
-              {teamMemberInvites.map((teamMemberInvite, index) => (
-                <div className="flex w-full flex-row space-x-4" key={teamMemberInvite.id}>
-                  <FormField
-                    control={form.control}
-                    name={`invitations.${index}.email`}
-                    render={({ field }) => (
-                      <FormItem className="w-full">
-                        {index === 0 && <FormLabel required>Email address</FormLabel>}
-                        <FormControl>
-                          <Input className="bg-background" {...field} />
-                        </FormControl>
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
+        <Tabs
+          defaultValue="INDIVIDUAL"
+          value={invitationType}
+          // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+          onValueChange={(value) => setInvitationType(value as TabTypes)}
+        >
+          <TabsList className="w-full">
+            <TabsTrigger value="INDIVIDUAL" className="hover:text-foreground w-full">
+              <MailIcon size={20} className="mr-2" />
+              Invite Members
+            </TabsTrigger>
 
-                  <FormField
-                    control={form.control}
-                    name={`invitations.${index}.role`}
-                    render={({ field }) => (
-                      <FormItem className="w-full">
-                        {index === 0 && <FormLabel required>Role</FormLabel>}
-                        <FormControl>
-                          <Select {...field} onValueChange={field.onChange}>
-                            <SelectTrigger className="text-muted-foreground max-w-[200px]">
-                              <SelectValue />
-                            </SelectTrigger>
+            <TabsTrigger value="BULK" className="hover:text-foreground w-full">
+              <UsersIcon size={20} className="mr-2" /> Bulk Import
+            </TabsTrigger>
+          </TabsList>
 
-                            <SelectContent position="popper">
-                              {TEAM_MEMBER_ROLE_HIERARCHY[currentUserTeamRole].map((role) => (
-                                <SelectItem key={role} value={role}>
-                                  {TEAM_MEMBER_ROLE_MAP[role] ?? role}
-                                </SelectItem>
-                              ))}
-                            </SelectContent>
-                          </Select>
-                        </FormControl>
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
+          <TabsContent value="INDIVIDUAL">
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onFormSubmit)}>
+                <fieldset
+                  className="flex h-full flex-col space-y-4"
+                  disabled={form.formState.isSubmitting}
+                >
+                  <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
+                    {teamMemberInvites.map((teamMemberInvite, index) => (
+                      <div className="flex w-full flex-row space-x-4" key={teamMemberInvite.id}>
+                        <FormField
+                          control={form.control}
+                          name={`invitations.${index}.email`}
+                          render={({ field }) => (
+                            <FormItem className="w-full">
+                              {index === 0 && <FormLabel required>Email address</FormLabel>}
+                              <FormControl>
+                                <Input className="bg-background" {...field} />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
 
-                  <button
+                        <FormField
+                          control={form.control}
+                          name={`invitations.${index}.role`}
+                          render={({ field }) => (
+                            <FormItem className="w-full">
+                              {index === 0 && <FormLabel required>Role</FormLabel>}
+                              <FormControl>
+                                <Select {...field} onValueChange={field.onChange}>
+                                  <SelectTrigger className="text-muted-foreground max-w-[200px]">
+                                    <SelectValue />
+                                  </SelectTrigger>
+
+                                  <SelectContent position="popper">
+                                    {TEAM_MEMBER_ROLE_HIERARCHY[currentUserTeamRole].map((role) => (
+                                      <SelectItem key={role} value={role}>
+                                        {TEAM_MEMBER_ROLE_MAP[role] ?? role}
+                                      </SelectItem>
+                                    ))}
+                                  </SelectContent>
+                                </Select>
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <button
+                          type="button"
+                          className={cn(
+                            'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                            index === 0 ? 'mt-8' : 'mt-0',
+                          )}
+                          disabled={teamMemberInvites.length === 1}
+                          onClick={() => removeTeamMemberInvite(index)}
+                        >
+                          <Trash className="h-5 w-5" />
+                        </button>
+                      </div>
+                    ))}
+                  </div>
+
+                  <Button
                     type="button"
-                    className={cn(
-                      'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
-                      index === 0 ? 'mt-8' : 'mt-0',
-                    )}
-                    disabled={teamMemberInvites.length === 1}
-                    onClick={() => removeTeamMemberInvite(index)}
+                    size="sm"
+                    variant="outline"
+                    className="w-fit"
+                    onClick={() => onAddTeamMemberInvite()}
                   >
-                    <Trash className="h-5 w-5" />
-                  </button>
-                </div>
-              ))}
+                    <PlusCircle className="mr-2 h-4 w-4" />
+                    Add more
+                  </Button>
 
-              <Button
-                type="button"
-                size="sm"
-                variant="outline"
-                className="w-fit"
-                onClick={() => onAddTeamMemberInvite()}
-              >
-                <PlusCircle className="mr-2 h-4 w-4" />
-                Add more
-              </Button>
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                      Cancel
+                    </Button>
+
+                    <Button type="submit" loading={form.formState.isSubmitting}>
+                      {!form.formState.isSubmitting && <Mail className="mr-2 h-4 w-4" />}
+                      Invite
+                    </Button>
+                  </DialogFooter>
+                </fieldset>
+              </form>
+            </Form>
+          </TabsContent>
+
+          <TabsContent value="BULK">
+            <div className="mt-4 space-y-4">
+              <Card gradient className="h-32">
+                <CardContent
+                  className="text-muted-foreground/80 hover:text-muted-foreground/90 flex h-full cursor-pointer flex-col items-center justify-center rounded-lg p-0 transition-colors"
+                  onClick={() => fileInputRef.current?.click()}
+                >
+                  <Upload className="h-5 w-5" />
+
+                  <p className="mt-1 text-sm">Click here to upload</p>
+
+                  <input
+                    onChange={onFileInputChange}
+                    type="file"
+                    ref={fileInputRef}
+                    accept=".csv"
+                    hidden
+                  />
+                </CardContent>
+              </Card>
 
               <DialogFooter>
-                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                  Cancel
-                </Button>
-
-                <Button type="submit" loading={form.formState.isSubmitting}>
-                  {!form.formState.isSubmitting && <Mail className="mr-2 h-4 w-4" />}
-                  Invite
+                <Button type="button" variant="secondary" onClick={downloadTemplate}>
+                  <Download className="mr-2 h-4 w-4" />
+                  Template
                 </Button>
               </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
+            </div>
+          </TabsContent>
+        </Tabs>
       </DialogContent>
     </Dialog>
   );

apps/web/src/components/document/document-read-only-fields.tsx

@@ -0,0 +1,112 @@
+'use client';
+
+import { useState } from 'react';
+
+import { P, match } from 'ts-pattern';
+
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  convertToLocalSystemFormat,
+} 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 { CompletedField } from '@documenso/lib/types/fields';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { DocumentMeta } from '@documenso/prisma/client';
+import { FieldType } from '@documenso/prisma/client';
+import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { PopoverHover } from '@documenso/ui/primitives/popover';
+
+export type DocumentReadOnlyFieldsProps = {
+  fields: CompletedField[];
+  documentMeta?: DocumentMeta;
+};
+
+export const DocumentReadOnlyFields = ({ documentMeta, fields }: DocumentReadOnlyFieldsProps) => {
+  const [hiddenFieldIds, setHiddenFieldIds] = useState<Record<string, boolean>>({});
+
+  const handleHideField = (fieldId: string) => {
+    setHiddenFieldIds((prev) => ({ ...prev, [fieldId]: true }));
+  };
+
+  return (
+    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+      {fields.map(
+        (field) =>
+          !hiddenFieldIds[field.secondaryId] && (
+            <FieldRootContainer
+              field={field}
+              key={field.id}
+              cardClassName="border-gray-100/50 !shadow-none backdrop-blur-[1px] bg-background/90"
+            >
+              <div className="absolute -right-3 -top-3">
+                <PopoverHover
+                  trigger={
+                    <Avatar className="dark:border-border h-8 w-8 border-2 border-solid border-gray-200/50 transition-colors hover:border-gray-200">
+                      <AvatarFallback className="bg-neutral-50 text-xs text-gray-400">
+                        {extractInitials(field.Recipient.name || field.Recipient.email)}
+                      </AvatarFallback>
+                    </Avatar>
+                  }
+                  contentProps={{
+                    className: 'flex w-fit flex-col py-2.5 text-sm',
+                  }}
+                >
+                  <p>
+                    <span className="font-semibold">
+                      {field.Recipient.name
+                        ? `${field.Recipient.name} (${field.Recipient.email})`
+                        : field.Recipient.email}{' '}
+                    </span>
+                    inserted a {FRIENDLY_FIELD_TYPE[field.type].toLowerCase()}
+                  </p>
+
+                  <Button
+                    variant="outline"
+                    className="mt-2.5 h-6 text-xs focus:outline-none focus-visible:ring-0"
+                    onClick={() => handleHideField(field.secondaryId)}
+                  >
+                    Hide field
+                  </Button>
+                </PopoverHover>
+              </div>
+
+              <div className="text-muted-foreground break-all text-sm">
+                {match(field)
+                  .with({ type: FieldType.SIGNATURE }, (field) =>
+                    field.Signature?.signatureImageAsBase64 ? (
+                      <img
+                        src={field.Signature.signatureImageAsBase64}
+                        alt="Signature"
+                        className="h-full w-full object-contain dark:invert"
+                      />
+                    ) : (
+                      <p className="font-signature text-muted-foreground text-lg duration-200 sm:text-xl md:text-2xl lg:text-3xl">
+                        {field.Signature?.typedSignature}
+                      </p>
+                    ),
+                  )
+                  .with(
+                    { type: P.union(FieldType.NAME, FieldType.TEXT, FieldType.EMAIL) },
+                    () => field.customText,
+                  )
+                  .with({ type: FieldType.DATE }, () =>
+                    convertToLocalSystemFormat(
+                      field.customText,
+                      documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+                      documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+                    ),
+                  )
+                  .with({ type: FieldType.FREE_SIGNATURE }, () => null)
+                  .exhaustive()}
+              </div>
+            </FieldRootContainer>
+          ),
+      )}
+    </ElementVisible>
+  );
+};

apps/web/src/components/general/signing-disclosure.tsx

@@ -0,0 +1,29 @@
+import type { HTMLAttributes } from 'react';
+
+import Link from 'next/link';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+export type SigningDisclosureProps = HTMLAttributes<HTMLParagraphElement>;
+
+export const SigningDisclosure = ({ className, ...props }: SigningDisclosureProps) => {
+  return (
+    <p className={cn('text-muted-foreground text-xs', className)} {...props}>
+      By proceeding with your electronic signature, you acknowledge and consent that it will be used
+      to sign the given document and holds the same legal validity as a handwritten signature. By
+      completing the electronic signing process, you affirm your understanding and acceptance of
+      these conditions.
+      <span className="mt-2 block">
+        Read the full{' '}
+        <Link
+          className="text-documenso-700 underline"
+          href="/articles/signature-disclosure"
+          target="_blank"
+        >
+          signature disclosure
+        </Link>
+        .
+      </span>
+    </p>
+  );
+};

apps/web/src/pages/api/auth/[...nextauth].ts

@@ -2,6 +2,8 @@ import type { NextApiRequest, NextApiResponse } from 'next';
 
 import NextAuth from 'next-auth';
 
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { NEXT_AUTH_OPTIONS } from '@documenso/lib/next-auth/auth-options';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { prisma } from '@documenso/prisma';
@@ -18,15 +20,29 @@ export default async function auth(req: NextApiRequest, res: NextApiResponse) {
       error: '/signin',
     },
     events: {
-      signIn: async ({ user }) => {
-        await prisma.userSecurityAuditLog.create({
-          data: {
-            userId: user.id,
-            ipAddress,
-            userAgent,
-            type: UserSecurityAuditLogType.SIGN_IN,
-          },
-        });
+      signIn: async ({ user: { id: userId } }) => {
+        const [user] = await Promise.all([
+          await prisma.user.findFirstOrThrow({
+            where: {
+              id: userId,
+            },
+          }),
+          await prisma.userSecurityAuditLog.create({
+            data: {
+              userId,
+              ipAddress,
+              userAgent,
+              type: UserSecurityAuditLogType.SIGN_IN,
+            },
+          }),
+        ]);
+
+        // Create the Stripe customer and attach it to the user if it doesn't exist.
+        if (user.customerId === null && IS_BILLING_ENABLED()) {
+          await getStripeCustomerByUser(user).catch((err) => {
+            console.error(err);
+          });
+        }
       },
       signOut: async ({ token }) => {
         const userId = typeof token.id === 'string' ? parseInt(token.id) : token.id;

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

@@ -3,7 +3,7 @@ import { createTrpcContext } from '@documenso/trpc/server/context';
 import { appRouter } from '@documenso/trpc/server/router';
 
 export const config = {
-  maxDuration: 60,
+  maxDuration: 120,
   api: {
     bodyParser: {
       sizeLimit: '50mb',

docker/README.md

@@ -41,7 +41,7 @@ volumes:
 1. Run the following command to start the containers:
 
 ```
-docker-compose --env-file ./.env -d up
+docker-compose --env-file ./.env up -d
 ```
 
 This will start the PostgreSQL database and the Documenso application containers.

docker/production/compose.yml

@@ -58,7 +58,7 @@ services:
       - NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=${NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT}
       - NEXT_PUBLIC_POSTHOG_KEY=${NEXT_PUBLIC_POSTHOG_KEY}
       - NEXT_PUBLIC_DISABLE_SIGNUP=${NEXT_PUBLIC_DISABLE_SIGNUP}
-      - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH?:-/opt/documenso/cert.p12}
+      - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH:-/opt/documenso/cert.p12}
     ports:
       - ${PORT:-3000}:${PORT:-3000}
     volumes:

package-lock.json

@@ -22,6 +22,7 @@
         "eslint-config-custom": "*",
         "husky": "^9.0.11",
         "lint-staged": "^15.2.2",
+        "playwright": "1.43.0",
         "prettier": "^2.5.1",
         "rimraf": "^5.0.1",
         "turbo": "^1.9.3"
@@ -42,6 +43,7 @@
         "@documenso/trpc": "*",
         "@documenso/ui": "*",
         "@hookform/resolvers": "^3.1.0",
+        "@openstatus/react": "^0.0.3",
         "contentlayer": "^0.3.4",
         "framer-motion": "^10.12.8",
         "lucide-react": "^0.279.0",
@@ -49,6 +51,7 @@
         "micro": "^10.0.1",
         "next": "14.0.3",
         "next-auth": "4.24.5",
+        "next-axiom": "^1.1.1",
         "next-contentlayer": "^0.3.4",
         "next-plausible": "^3.10.1",
         "perfect-freehand": "^1.2.0",
@@ -111,8 +114,10 @@
         "micro": "^10.0.1",
         "next": "14.0.3",
         "next-auth": "4.24.5",
+        "next-axiom": "^1.1.1",
         "next-plausible": "^3.10.1",
         "next-themes": "^0.2.1",
+        "papaparse": "^5.4.1",
         "perfect-freehand": "^1.2.0",
         "posthog-js": "^1.75.3",
         "posthog-node": "^3.1.1",
@@ -136,6 +141,7 @@
         "@types/formidable": "^2.0.6",
         "@types/luxon": "^3.3.1",
         "@types/node": "20.1.0",
+        "@types/papaparse": "^5.3.14",
         "@types/react": "18.2.18",
         "@types/react-dom": "18.2.7",
         "@types/ua-parser-js": "^0.7.39",
@@ -4138,6 +4144,14 @@
       "resolved": "https://registry.npmjs.org/@one-ini/wasm/-/wasm-0.1.1.tgz",
       "integrity": "sha512-XuySG1E38YScSJoMlqovLru4KTUNSjgVTIjyh7qMX6aNN5HY5Ct5LhRJdxO79JtTzKfzV/bnWpz+zquYrISsvw=="
     },
+    "node_modules/@openstatus/react": {
+      "version": "0.0.3",
+      "resolved": "https://registry.npmjs.org/@openstatus/react/-/react-0.0.3.tgz",
+      "integrity": "sha512-uDiegz7e3H67pG8lTT+op+6w5keTT7XpcENrREaqlWl5j53TYyO8nheOG1PeNw2/Qgd5KaGeRJJFn1crhTUSYw==",
+      "peerDependencies": {
+        "react": "^18.0.0"
+      }
+    },
     "node_modules/@opentelemetry/api": {
       "version": "1.4.1",
       "resolved": "https://registry.npmjs.org/@opentelemetry/api/-/api-1.4.1.tgz",
@@ -4688,13 +4702,26 @@
         "node": ">=14"
       }
     },
+    "node_modules/@playwright/browser-chromium": {
+      "version": "1.43.0",
+      "resolved": "https://registry.npmjs.org/@playwright/browser-chromium/-/browser-chromium-1.43.0.tgz",
+      "integrity": "sha512-F0S4KIqSqQqm9EgsdtWjaJRpgP8cD2vWZHPSB41YI00PtXUobiv/3AnYISeL7wNuTanND7giaXQ4SIjkcIq3KQ==",
+      "dev": true,
+      "hasInstallScript": true,
+      "dependencies": {
+        "playwright-core": "1.43.0"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/@playwright/test": {
-      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.40.0.tgz",
-      "integrity": "sha512-PdW+kn4eV99iP5gxWNSDQCbhMaDVej+RXL5xr6t04nbKLCBwYtA046t7ofoczHOm8u6c+45hpDKQVZqtqwkeQg==",
+      "version": "1.43.1",
+      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.43.1.tgz",
+      "integrity": "sha512-HgtQzFgNEEo4TE22K/X7sYTYNqEMMTZmFS8kTq6m8hXj+m1D8TgwgIbumHddJa9h4yl4GkKb8/bgAl2+g7eDgA==",
       "dev": true,
       "dependencies": {
-        "playwright": "1.40.0"
+        "playwright": "1.43.1"
       },
       "bin": {
         "playwright": "cli.js"
@@ -4703,6 +4730,50 @@
         "node": ">=16"
       }
     },
+    "node_modules/@playwright/test/node_modules/fsevents": {
+      "version": "2.3.2",
+      "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
+      "integrity": "sha512-xiqMQR4xAeHTuB9uWm+fFRcIOgKBMiOBP+eXiyT7jsgVCq1bkVygt00oASowB7EdtpOHaaPgKt812P9ab+DDKA==",
+      "dev": true,
+      "hasInstallScript": true,
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": "^8.16.0 || ^10.6.0 || >=11.0.0"
+      }
+    },
+    "node_modules/@playwright/test/node_modules/playwright": {
+      "version": "1.43.1",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.1.tgz",
+      "integrity": "sha512-V7SoH0ai2kNt1Md9E3Gwas5B9m8KR2GVvwZnAI6Pg0m3sh7UvgiYhRrhsziCmqMJNouPckiOhk8T+9bSAK0VIA==",
+      "dev": true,
+      "dependencies": {
+        "playwright-core": "1.43.1"
+      },
+      "bin": {
+        "playwright": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      },
+      "optionalDependencies": {
+        "fsevents": "2.3.2"
+      }
+    },
+    "node_modules/@playwright/test/node_modules/playwright-core": {
+      "version": "1.43.1",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.1.tgz",
+      "integrity": "sha512-EI36Mto2Vrx6VF7rm708qSnesVQKbxEWvPrfA1IPY6HgczBplDx7ENtx+K2n4kJ41sLLkuGfmb0ZLSSXlDhqPg==",
+      "dev": true,
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/@prisma/client": {
       "version": "5.4.2",
       "resolved": "https://registry.npmjs.org/@prisma/client/-/client-5.4.2.tgz",
@@ -8079,6 +8150,15 @@
       "resolved": "https://registry.npmjs.org/@types/normalize-package-data/-/normalize-package-data-2.4.4.tgz",
       "integrity": "sha512-37i+OaWTh9qeK4LSHPsyRC7NahnGotNuZvjLSgcPzblpHB3rrCJxAOgI5gCdKm7coonsaX1Of0ILiTcnZjbfxA=="
     },
+    "node_modules/@types/papaparse": {
+      "version": "5.3.14",
+      "resolved": "https://registry.npmjs.org/@types/papaparse/-/papaparse-5.3.14.tgz",
+      "integrity": "sha512-LxJ4iEFcpqc6METwp9f6BV6VVc43m6MfH0VqFosHvrUgfXiFe6ww7R3itkOQ+TCK6Y+Iv/+RnnvtRZnkc5Kc9g==",
+      "dev": true,
+      "dependencies": {
+        "@types/node": "*"
+      }
+    },
     "node_modules/@types/parse5": {
       "version": "6.0.3",
       "resolved": "https://registry.npmjs.org/@types/parse5/-/parse5-6.0.3.tgz",
@@ -16668,6 +16748,22 @@
         }
       }
     },
+    "node_modules/next-axiom": {
+      "version": "1.1.1",
+      "resolved": "https://registry.npmjs.org/next-axiom/-/next-axiom-1.1.1.tgz",
+      "integrity": "sha512-0r/TJ+/zetD+uDc7B+2E7WpC86hEtQ1U+DuWYrP/JNmUz+ZdPFbrZgzOSqaZ6TwYbXP56VVlPfYwq1YsKHTHYQ==",
+      "dependencies": {
+        "remeda": "^1.29.0",
+        "whatwg-fetch": "^3.6.2"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "peerDependencies": {
+        "next": ">=13.4",
+        "react": ">=18.0.0"
+      }
+    },
     "node_modules/next-contentlayer": {
       "version": "0.3.4",
       "resolved": "https://registry.npmjs.org/next-contentlayer/-/next-contentlayer-0.3.4.tgz",
@@ -17236,6 +17332,11 @@
       "resolved": "https://registry.npmjs.org/pako/-/pako-1.0.11.tgz",
       "integrity": "sha512-4hLB8Py4zZce5s4yd9XzopqwVv/yGNhV1Bl8NTmCq1763HeK2+EwVTv+leGeL13Dnh2wfbqowVPXCIO0z4taYw=="
     },
+    "node_modules/papaparse": {
+      "version": "5.4.1",
+      "resolved": "https://registry.npmjs.org/papaparse/-/papaparse-5.4.1.tgz",
+      "integrity": "sha512-HipMsgJkZu8br23pW15uvo6sib6wne/4woLZPlFf3rpDyMe9ywEXUsuD7+6K9PRkJlVT51j/sCOYDKGGS3ZJrw=="
+    },
     "node_modules/parent-module": {
       "version": "1.0.1",
       "resolved": "https://registry.npmjs.org/parent-module/-/parent-module-1.0.1.tgz",
@@ -17435,6 +17536,7 @@
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/path2d-polyfill/-/path2d-polyfill-2.0.1.tgz",
       "integrity": "sha512-ad/3bsalbbWhmBo0D6FZ4RNMwsLsPpL6gnvhuSaU5Vm7b06Kr5ubSltQQ0T7YKsiJQO+g22zJ4dJKNTXIyOXtA==",
+      "optional": true,
       "engines": {
         "node": ">=8"
       }
@@ -17479,18 +17581,15 @@
       "integrity": "sha512-Xni35NKzjgMrwevysHTCArtLDpPvye8zV/0E4EyYn43P7/7qvQwPh9BGkHewbMulVntbigmcT7rdX3BNo9wRJg=="
     },
     "node_modules/pdfjs-dist": {
-      "version": "3.6.172",
-      "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.6.172.tgz",
-      "integrity": "sha512-bfOhCg+S9DXh/ImWhWYTOiq3aVMFSCvzGiBzsIJtdMC71kVWDBw7UXr32xh0y56qc5wMVylIeqV3hBaRsu+e+w==",
-      "dependencies": {
-        "path2d-polyfill": "^2.0.1",
-        "web-streams-polyfill": "^3.2.1"
-      },
+      "version": "3.11.174",
+      "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",
+      "integrity": "sha512-TdTZPf1trZ8/UFu5Cx/GXB7GZM30LT+wWUNfsi6Bq8ePLnb+woNKtDymI2mxZYBpMbonNFqKmiz684DIfnd8dA==",
       "engines": {
-        "node": ">=16"
+        "node": ">=18"
       },
       "optionalDependencies": {
-        "canvas": "^2.11.2"
+        "canvas": "^2.11.2",
+        "path2d-polyfill": "^2.0.1"
       }
     },
     "node_modules/peberminta": {
@@ -17572,12 +17671,11 @@
       }
     },
     "node_modules/playwright": {
-      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.40.0.tgz",
-      "integrity": "sha512-gyHAgQjiDf1m34Xpwzaqb76KgfzYrhK7iih+2IzcOCoZWr/8ZqmdBw+t0RU85ZmfJMgtgAiNtBQ/KS2325INXw==",
-      "dev": true,
+      "version": "1.43.0",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.0.tgz",
+      "integrity": "sha512-SiOKHbVjTSf6wHuGCbqrEyzlm6qvXcv7mENP+OZon1I07brfZLGdfWV0l/efAzVx7TF3Z45ov1gPEkku9q25YQ==",
       "dependencies": {
-        "playwright-core": "1.40.0"
+        "playwright-core": "1.43.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -17590,10 +17688,9 @@
       }
     },
     "node_modules/playwright-core": {
-      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.40.0.tgz",
-      "integrity": "sha512-fvKewVJpGeca8t0ipM56jkVSU6Eo0RmFvQ/MaCQNDYm+sdvKkMBBWTE1FdeMqIdumRaXXjZChWHvIzCGM/tA/Q==",
-      "dev": true,
+      "version": "1.43.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.0.tgz",
+      "integrity": "sha512-iWFjyBUH97+pUFiyTqSLd8cDMMOS0r2ZYz2qEsPjH8/bX++sbIJT35MSwKnp1r/OQBAqC5XO99xFbJ9XClhf4w==",
       "bin": {
         "playwright-core": "cli.js"
       },
@@ -17605,7 +17702,6 @@
       "version": "2.3.2",
       "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
       "integrity": "sha512-xiqMQR4xAeHTuB9uWm+fFRcIOgKBMiOBP+eXiyT7jsgVCq1bkVygt00oASowB7EdtpOHaaPgKt812P9ab+DDKA==",
-      "dev": true,
       "hasInstallScript": true,
       "optional": true,
       "os": [
@@ -18913,42 +19009,6 @@
       "resolved": "https://registry.npmjs.org/react-lifecycles-compat/-/react-lifecycles-compat-3.0.4.tgz",
       "integrity": "sha512-fBASbA6LnOU9dOU2eW7aQ8xmYBSXUIWr+UmF9b1efZBazGNO+rcXT/icdKnYm2pTwcRylVUYwW7H1PHfLekVzA=="
     },
-    "node_modules/react-pdf": {
-      "version": "7.3.3",
-      "resolved": "https://registry.npmjs.org/react-pdf/-/react-pdf-7.3.3.tgz",
-      "integrity": "sha512-d7WAxcsjOogJfJ+I+zX/mdip3VjR1yq/yDa4hax4XbQVjbbbup6rqs4c8MGx0MLSnzob17TKp1t4CsNbDZ6GeQ==",
-      "dependencies": {
-        "clsx": "^2.0.0",
-        "make-cancellable-promise": "^1.3.1",
-        "make-event-props": "^1.6.0",
-        "merge-refs": "^1.2.1",
-        "pdfjs-dist": "3.6.172",
-        "prop-types": "^15.6.2",
-        "tiny-invariant": "^1.0.0",
-        "tiny-warning": "^1.0.0"
-      },
-      "funding": {
-        "url": "https://github.com/wojtekmaj/react-pdf?sponsor=1"
-      },
-      "peerDependencies": {
-        "@types/react": "^16.8.0 || ^17.0.0 || ^18.0.0",
-        "react": "^16.8.0 || ^17.0.0 || ^18.0.0",
-        "react-dom": "^16.8.0 || ^17.0.0 || ^18.0.0"
-      },
-      "peerDependenciesMeta": {
-        "@types/react": {
-          "optional": true
-        }
-      }
-    },
-    "node_modules/react-pdf/node_modules/clsx": {
-      "version": "2.0.0",
-      "resolved": "https://registry.npmjs.org/clsx/-/clsx-2.0.0.tgz",
-      "integrity": "sha512-rQ1+kcj+ttHG0MKVGBUXwayCCF1oh39BF5COIpRzuCEv8Mwjv0XucrI2ExNTOn9IlLifGClWQcU9BrZORvtw6Q==",
-      "engines": {
-        "node": ">=6"
-      }
-    },
     "node_modules/react-property": {
       "version": "2.0.0",
       "resolved": "https://registry.npmjs.org/react-property/-/react-property-2.0.0.tgz",
@@ -21259,11 +21319,6 @@
       "resolved": "https://registry.npmjs.org/tiny-invariant/-/tiny-invariant-1.3.1.tgz",
       "integrity": "sha512-AD5ih2NlSssTCwsMznbvwMZpJ1cbhkGd2uueNxzv2jDlEeZdU04JQfRnggJQ8DrcVBGjAsCKwFBbDlVNtEMlzw=="
     },
-    "node_modules/tiny-warning": {
-      "version": "1.0.3",
-      "resolved": "https://registry.npmjs.org/tiny-warning/-/tiny-warning-1.0.3.tgz",
-      "integrity": "sha512-lBN9zLN/oAf68o3zNXYrdCt1kP8WsiGW8Oo2ka41b2IM5JL/S1CTyX1rW0mb/zSuJun0ZUrDxx4sqvYS2FWzPA=="
-    },
     "node_modules/tinybench": {
       "version": "2.6.0",
       "resolved": "https://registry.npmjs.org/tinybench/-/tinybench-2.6.0.tgz",
@@ -22888,6 +22943,14 @@
         "node": ">=12.0.0"
       }
     },
+    "node_modules/warning": {
+      "version": "4.0.3",
+      "resolved": "https://registry.npmjs.org/warning/-/warning-4.0.3.tgz",
+      "integrity": "sha512-rpJyN222KWIvHJ/F53XSZv0Zl/accqHR8et1kpaMTD/fLCRxtV8iX8czMzY7sVZupTI3zcUTg8eycS2kNF9l6w==",
+      "dependencies": {
+        "loose-envify": "^1.0.0"
+      }
+    },
     "node_modules/watchpack": {
       "version": "2.4.0",
       "resolved": "https://registry.npmjs.org/watchpack/-/watchpack-2.4.0.tgz",
@@ -22936,6 +22999,11 @@
       "resolved": "https://registry.npmjs.org/webidl-conversions/-/webidl-conversions-3.0.1.tgz",
       "integrity": "sha512-2JAn3z8AR6rjK8Sm8orRC0h/bcl/DqL7tRPdGZ4I1CjdF+EaMLmYxBHyXuKL849eucPFhvBoxMsflfOb8kxaeQ=="
     },
+    "node_modules/whatwg-fetch": {
+      "version": "3.6.20",
+      "resolved": "https://registry.npmjs.org/whatwg-fetch/-/whatwg-fetch-3.6.20.tgz",
+      "integrity": "sha512-EqhiFU6daOA8kpjOWTL0olhVOF3i7OrFzSYiGsEMB8GcXS+RrzauAERX65xMeNWVqxA6HXH2m69Z9LaKKdisfg=="
+    },
     "node_modules/whatwg-url": {
       "version": "5.0.0",
       "resolved": "https://registry.npmjs.org/whatwg-url/-/whatwg-url-5.0.0.tgz",
@@ -24878,6 +24946,7 @@
         "next-auth": "4.24.5",
         "oslo": "^0.17.0",
         "pdf-lib": "^1.17.1",
+        "playwright": "1.43.0",
         "react": "18.2.0",
         "remeda": "^1.27.1",
         "stripe": "^12.7.0",
@@ -24885,6 +24954,7 @@
         "zod": "^3.22.4"
       },
       "devDependencies": {
+        "@playwright/browser-chromium": "1.43.0",
         "@types/luxon": "^3.3.1"
       }
     },
@@ -25285,11 +25355,13 @@
         "lucide-react": "^0.279.0",
         "luxon": "^3.4.2",
         "next": "14.0.3",
-        "pdfjs-dist": "3.6.172",
+        "pdfjs-dist": "3.11.174",
+        "react": "18.2.0",
         "react-colorful": "^5.6.1",
         "react-day-picker": "^8.7.1",
+        "react-dom": "18.2.0",
         "react-hook-form": "^7.45.4",
-        "react-pdf": "7.3.3",
+        "react-pdf": "7.7.3",
         "react-rnd": "^10.4.1",
         "tailwind-merge": "^1.12.0",
         "tailwindcss-animate": "^1.0.5",
@@ -25306,6 +25378,43 @@
         "typescript": "5.2.2"
       }
     },
+    "packages/ui/node_modules/react-pdf": {
+      "version": "7.7.3",
+      "resolved": "https://registry.npmjs.org/react-pdf/-/react-pdf-7.7.3.tgz",
+      "integrity": "sha512-a2VfDl8hiGjugpqezBTUzJHYLNB7IS7a2t7GD52xMI9xHg8LdVaTMsnM9ZlNmKadnStT/tvX5IfV0yLn+JvYmw==",
+      "dependencies": {
+        "clsx": "^2.0.0",
+        "dequal": "^2.0.3",
+        "make-cancellable-promise": "^1.3.1",
+        "make-event-props": "^1.6.0",
+        "merge-refs": "^1.2.1",
+        "pdfjs-dist": "3.11.174",
+        "prop-types": "^15.6.2",
+        "tiny-invariant": "^1.0.0",
+        "warning": "^4.0.0"
+      },
+      "funding": {
+        "url": "https://github.com/wojtekmaj/react-pdf?sponsor=1"
+      },
+      "peerDependencies": {
+        "@types/react": "^16.8.0 || ^17.0.0 || ^18.0.0",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0",
+        "react-dom": "^16.8.0 || ^17.0.0 || ^18.0.0"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "packages/ui/node_modules/react-pdf/node_modules/clsx": {
+      "version": "2.1.1",
+      "resolved": "https://registry.npmjs.org/clsx/-/clsx-2.1.1.tgz",
+      "integrity": "sha512-eYm0QWBtUrBWZWG0d386OGAw16Z995PiOVo2B7bjWSbHedGl5e0ZWaq65kOGgUSNesEIDkB9ISbTg/JK9dhCZA==",
+      "engines": {
+        "node": ">=6"
+      }
+    },
     "packages/ui/node_modules/typescript": {
       "version": "5.2.2",
       "resolved": "https://registry.npmjs.org/typescript/-/typescript-5.2.2.tgz",

package.json

@@ -38,6 +38,7 @@
     "eslint-config-custom": "*",
     "husky": "^9.0.11",
     "lint-staged": "^15.2.2",
+    "playwright": "1.43.0",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"
@@ -59,4 +60,4 @@
       "next": "14.0.3"
     }
   }
-}
+}

packages/api/v1/contract.ts

@@ -11,6 +11,9 @@ import {
   ZDeleteDocumentMutationSchema,
   ZDeleteFieldMutationSchema,
   ZDeleteRecipientMutationSchema,
+  ZDownloadDocumentSuccessfulSchema,
+  ZGenerateDocumentFromTemplateMutationResponseSchema,
+  ZGenerateDocumentFromTemplateMutationSchema,
   ZGetDocumentsQuerySchema,
   ZSendDocumentForSigningMutationSchema,
   ZSuccessfulDocumentResponseSchema,
@@ -51,6 +54,17 @@ export const ApiContractV1 = c.router(
       summary: 'Get a single document',
     },
 
+    downloadSignedDocument: {
+      method: 'GET',
+      path: '/api/v1/documents/:id/download',
+      responses: {
+        200: ZDownloadDocumentSuccessfulSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Download a signed document when the storage transport is S3',
+    },
+
     createDocument: {
       method: 'POST',
       path: '/api/v1/documents',
@@ -73,6 +87,24 @@ export const ApiContractV1 = c.router(
         404: ZUnsuccessfulResponseSchema,
       },
       summary: 'Create a new document from an existing template',
+      deprecated: true,
+      description: `This has been deprecated in favour of "/api/v1/templates/:templateId/generate-document". You may face unpredictable behavior using this endpoint as it is no longer maintained.`,
+    },
+
+    generateDocumentFromTemplate: {
+      method: 'POST',
+      path: '/api/v1/templates/:templateId/generate-document',
+      body: ZGenerateDocumentFromTemplateMutationSchema,
+      responses: {
+        200: ZGenerateDocumentFromTemplateMutationResponseSchema,
+        400: ZUnsuccessfulResponseSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+        500: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Create a new document from an existing template',
+      description:
+        'Create a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.',
     },
 
     sendDocument: {

packages/api/v1/implementation.ts

@@ -1,6 +1,7 @@
 import { createNextRoute } from '@ts-rest/next';
 
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
 import { createDocument } from '@documenso/lib/server-only/document/create-document';
@@ -13,14 +14,22 @@ import { createField } from '@documenso/lib/server-only/field/create-field';
 import { deleteField } from '@documenso/lib/server-only/field/delete-field';
 import { getFieldById } from '@documenso/lib/server-only/field/get-field-by-id';
 import { updateField } from '@documenso/lib/server-only/field/update-field';
+import { insertFormValuesInPdf } from '@documenso/lib/server-only/pdf/insert-form-values-in-pdf';
 import { deleteRecipient } from '@documenso/lib/server-only/recipient/delete-recipient';
 import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recipient-by-id';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
+import type { CreateDocumentFromTemplateResponse } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
+import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
+import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import {
+  getPresignGetUrl,
+  getPresignPostUrl,
+} from '@documenso/lib/universal/upload/server-actions';
 import { DocumentDataType, DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
@@ -80,6 +89,68 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
     }
   }),
 
+  downloadSignedDocument: authenticatedMiddleware(async (args, user, team) => {
+    const { id: documentId } = args.params;
+
+    try {
+      if (process.env.NEXT_PUBLIC_UPLOAD_TRANSPORT !== 's3') {
+        return {
+          status: 500,
+          body: {
+            message: 'Please make sure the storage transport is set to S3.',
+          },
+        };
+      }
+
+      const document = await getDocumentById({
+        id: Number(documentId),
+        userId: user.id,
+        teamId: team?.id,
+      });
+
+      if (!document || !document.documentDataId) {
+        return {
+          status: 404,
+          body: {
+            message: 'Document not found',
+          },
+        };
+      }
+
+      if (DocumentDataType.S3_PATH !== document.documentData.type) {
+        return {
+          status: 400,
+          body: {
+            message: 'Invalid document data type',
+          },
+        };
+      }
+
+      if (document.status !== DocumentStatus.COMPLETED) {
+        return {
+          status: 400,
+          body: {
+            message: 'Document is not completed yet.',
+          },
+        };
+      }
+
+      const { url } = await getPresignGetUrl(document.documentData.data);
+
+      return {
+        status: 200,
+        body: { downloadUrl: url },
+      };
+    } catch (err) {
+      return {
+        status: 500,
+        body: {
+          message: 'Error downloading the document. Please try again.',
+        },
+      };
+    }
+  }),
+
   deleteDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id: documentId } = args.params;
 
@@ -156,10 +227,18 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         title: body.title,
         userId: user.id,
         teamId: team?.id,
+        formValues: body.formValues,
         documentDataId: documentData.id,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
+      await upsertDocumentMeta({
+        documentId: document.id,
+        userId: user.id,
+        ...body.meta,
+        requestMetadata: extractNextApiRequestMetadata(args.req),
+      });
+
       const recipients = await setRecipientsForDocument({
         userId: user.id,
         teamId: team?.id,
@@ -210,19 +289,44 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
     const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
 
-    const document = await createDocumentFromTemplate({
+    const document = await createDocumentFromTemplateLegacy({
       templateId,
       userId: user.id,
       teamId: team?.id,
       recipients: body.recipients,
     });
 
+    let documentDataId = document.documentDataId;
+
+    if (body.formValues) {
+      const pdf = await getFile(document.documentData);
+
+      const prefilled = await insertFormValuesInPdf({
+        pdf: Buffer.from(pdf),
+        formValues: body.formValues,
+      });
+
+      const newDocumentData = await putPdfFile({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(prefilled),
+      });
+
+      documentDataId = newDocumentData.id;
+    }
+
     await updateDocument({
       documentId: document.id,
       userId: user.id,
       teamId: team?.id,
       data: {
         title: fileName,
+        formValues: body.formValues,
+        documentData: {
+          connect: {
+            id: documentDataId,
+          },
+        },
       },
     });
 
@@ -230,10 +334,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       await upsertDocumentMeta({
         documentId: document.id,
         userId: user.id,
-        subject: body.meta.subject,
-        message: body.meta.message,
-        dateFormat: body.meta.dateFormat,
-        timezone: body.meta.timezone,
+        ...body.meta,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
     }
@@ -253,6 +354,85 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
     };
   }),
 
+  generateDocumentFromTemplate: authenticatedMiddleware(async (args, user, team) => {
+    const { body, params } = args;
+
+    const { remaining } = await getServerLimits({ email: user.email, teamId: team?.id });
+
+    if (remaining.documents <= 0) {
+      return {
+        status: 400,
+        body: {
+          message: 'You have reached the maximum number of documents allowed for this month',
+        },
+      };
+    }
+
+    const templateId = Number(params.templateId);
+
+    let document: CreateDocumentFromTemplateResponse | null = null;
+
+    try {
+      document = await createDocumentFromTemplate({
+        templateId,
+        userId: user.id,
+        teamId: team?.id,
+        recipients: body.recipients,
+        override: {
+          title: body.title,
+          ...body.meta,
+        },
+      });
+    } catch (err) {
+      return AppError.toRestAPIError(err);
+    }
+
+    if (body.formValues) {
+      const fileName = document.title.endsWith('.pdf') ? document.title : `${document.title}.pdf`;
+
+      const pdf = await getFile(document.documentData);
+
+      const prefilled = await insertFormValuesInPdf({
+        pdf: Buffer.from(pdf),
+        formValues: body.formValues,
+      });
+
+      const newDocumentData = await putPdfFile({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(prefilled),
+      });
+
+      await updateDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team?.id,
+        data: {
+          formValues: body.formValues,
+          documentData: {
+            connect: {
+              id: newDocumentData.id,
+            },
+          },
+        },
+      });
+    }
+
+    return {
+      status: 200,
+      body: {
+        documentId: document.id,
+        recipients: document.Recipient.map((recipient) => ({
+          recipientId: recipient.id,
+          name: recipient.name,
+          email: recipient.email,
+          token: recipient.token,
+          role: recipient.role,
+        })),
+      },
+    };
+  }),
+
   sendDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id } = args.params;
 

packages/api/v1/openapi.ts

@@ -2,16 +2,34 @@ import { generateOpenApi } from '@ts-rest/open-api';
 
 import { ApiContractV1 } from './contract';
 
-export const OpenAPIV1 = generateOpenApi(
-  ApiContractV1,
-  {
-    info: {
-      title: 'Documenso API',
-      version: '1.0.0',
-      description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+export const OpenAPIV1 = Object.assign(
+  generateOpenApi(
+    ApiContractV1,
+    {
+      info: {
+        title: 'Documenso API',
+        version: '1.0.0',
+        description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+      },
     },
-  },
+    {
+      setOperationId: true,
+    },
+  ),
   {
-    setOperationId: true,
+    components: {
+      securitySchemes: {
+        authorization: {
+          type: 'apiKey',
+          in: 'header',
+          name: 'Authorization',
+        },
+      },
+    },
+    security: [
+      {
+        authorization: [],
+      },
+    ],
   },
 );

packages/api/v1/schema.ts

@@ -1,5 +1,6 @@
 import { z } from 'zod';
 
+import { ZUrlSchema } from '@documenso/lib/schemas/common';
 import {
   FieldType,
   ReadStatus,
@@ -53,6 +54,10 @@ export const ZUploadDocumentSuccessfulSchema = z.object({
   key: z.string(),
 });
 
+export const ZDownloadDocumentSuccessfulSchema = z.object({
+  downloadUrl: z.string(),
+});
+
 export type TUploadDocumentSuccessfulSchema = z.infer<typeof ZUploadDocumentSuccessfulSchema>;
 
 export const ZCreateDocumentMutationSchema = z.object({
@@ -73,6 +78,7 @@ export const ZCreateDocumentMutationSchema = z.object({
       redirectUrl: z.string(),
     })
     .partial(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
 });
 
 export type TCreateDocumentMutationSchema = z.infer<typeof ZCreateDocumentMutationSchema>;
@@ -112,6 +118,7 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
     })
     .partial()
     .optional(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
 });
 
 export type TCreateDocumentFromTemplateMutationSchema = z.infer<
@@ -135,6 +142,59 @@ export type TCreateDocumentFromTemplateMutationResponseSchema = z.infer<
   typeof ZCreateDocumentFromTemplateMutationResponseSchema
 >;
 
+export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
+  title: z.string().optional(),
+  recipients: z
+    .array(
+      z.object({
+        id: z.number(),
+        name: z.string().optional(),
+        email: z.string().email().min(1),
+      }),
+    )
+    .refine(
+      (schema) => {
+        const emails = schema.map((signer) => signer.email.toLowerCase());
+        const ids = schema.map((signer) => signer.id);
+
+        return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
+      },
+      { message: 'Recipient IDs and emails must be unique' },
+    ),
+  meta: z
+    .object({
+      subject: z.string(),
+      message: z.string(),
+      timezone: z.string(),
+      dateFormat: z.string(),
+      redirectUrl: ZUrlSchema,
+    })
+    .partial()
+    .optional(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+});
+
+export type TGenerateDocumentFromTemplateMutationSchema = z.infer<
+  typeof ZGenerateDocumentFromTemplateMutationSchema
+>;
+
+export const ZGenerateDocumentFromTemplateMutationResponseSchema = z.object({
+  documentId: z.number(),
+  recipients: z.array(
+    z.object({
+      recipientId: z.number(),
+      name: z.string(),
+      email: z.string().email().min(1),
+      token: z.string(),
+      role: z.nativeEnum(RecipientRole),
+    }),
+  ),
+});
+
+export type TGenerateDocumentFromTemplateMutationResponseSchema = z.infer<
+  typeof ZGenerateDocumentFromTemplateMutationResponseSchema
+>;
+
 export const ZCreateRecipientMutationSchema = z.object({
   name: z.string().min(1),
   email: z.string().email().min(1),

packages/app-tests/e2e/command-menu/document-search.spec.ts

@@ -0,0 +1,54 @@
+import { expect, test } from '@playwright/test';
+
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test('[COMMAND_MENU]: should see sent documents', async ({ page }) => {
+  const user = await seedUser();
+  const recipient = await seedUser();
+  const document = await seedPendingDocument(user, [recipient]);
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  await page.keyboard.press('Meta+K');
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+});
+
+test('[COMMAND_MENU]: should see received documents', async ({ page }) => {
+  const user = await seedUser();
+  const recipient = await seedUser();
+  const document = await seedPendingDocument(user, [recipient]);
+
+  await apiSignin({
+    page,
+    email: recipient.email,
+  });
+
+  await page.keyboard.press('Meta+K');
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+});
+
+test('[COMMAND_MENU]: should be able to search by recipient', async ({ page }) => {
+  const user = await seedUser();
+  const recipient = await seedUser();
+  const document = await seedPendingDocument(user, [recipient]);
+
+  await apiSignin({
+    page,
+    email: recipient.email,
+  });
+
+  await page.keyboard.press('Meta+K');
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(recipient.email);
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+});

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

@@ -71,7 +71,6 @@ test('[DOCUMENT_AUTH]: should allow or deny access when required', async ({ page
   await apiSignin({
     page,
     email: recipientWithAccount.email,
-    redirectPath: '/',
   });
 
   // Check that the one logged in is granted access.

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

@@ -14,7 +14,7 @@ import { seedTestEmail, seedUser, unseedUser } from '@documenso/prisma/seed/user
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
 
-test.describe.configure({ mode: 'parallel' });
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
 
 test('[DOCUMENT_AUTH]: should allow signing when no auth setup', async ({ page }) => {
   const user = await seedUser();

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

@@ -41,8 +41,8 @@ test.describe('[EE_ONLY]', () => {
 
     // 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');
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
 
     // Save the settings by going to the next step.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -52,11 +52,7 @@ test.describe('[EE_ONLY]', () => {
     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 expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
 
     await unseedUser(user.id);
   });
@@ -89,8 +85,8 @@ test.describe('[EE_ONLY]', () => {
 
     // 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');
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
 
     // Save the settings by going to the next step.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -168,11 +164,8 @@ test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
   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 expect(page.getByLabel('Title')).toHaveValue('New Title');
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
 
   await unseedUser(user.id);
 });

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

@@ -45,10 +45,10 @@ test.describe('[EE_ONLY]', () => {
     await page
       .getByRole('textbox', { name: 'Email', exact: true })
       .fill('recipient2@documenso.com');
-    await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
 
     // Display advanced settings.
-    await page.getByLabel('Show advanced settings').click();
+    await page.getByLabel('Show advanced settings').check();
 
     // Navigate to the next step and back.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -62,7 +62,6 @@ test.describe('[EE_ONLY]', () => {
   });
 });
 
-// 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);
@@ -82,7 +81,7 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   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');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
 
   // Advanced settings should not be visible for non EE users.
   await expect(page.getByLabel('Show advanced settings')).toBeHidden();
@@ -93,26 +92,5 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   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);
 });