chore: fix conflicts and update branch

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>

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

@@ -4,7 +4,14 @@ import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import type {
+  DocumentData,
+  Field,
+  Recipient,
+  Template,
+  TemplateDocumentMeta,
+  User,
+} from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -19,6 +26,8 @@ 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 { TTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type EditTemplateFormProps = {
@@ -28,11 +37,12 @@ export type EditTemplateFormProps = {
   recipients: Recipient[];
   fields: Field[];
   documentData: DocumentData;
+  documentMeta: TemplateDocumentMeta | null;
   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 = ({
   className,
@@ -42,22 +52,28 @@ export const EditTemplateForm = ({
   user: _user,
   documentData,
   templateRootPath,
+  documentMeta,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
-  const [step, setStep] = useState<EditTemplateStep>('signers');
+  const [step, setStep] = useState<EditTemplateStep>('settings');
 
   const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    settings: {
+      title: 'Settings',
+      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,
     },
   };
 
@@ -65,6 +81,8 @@ export const EditTemplateForm = ({
 
   const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
   const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+  const { mutateAsync: setSettingsForTemplate } =
+    trpc.template.setSettingsForTemplate.useMutation();
 
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
@@ -87,6 +105,31 @@ export const EditTemplateForm = ({
     }
   };
 
+  const onAddTemplateSettingsFormSubmit = async (data: TTemplateSettingsFormSchema) => {
+    try {
+      const { subject, message, timezone, dateFormat, redirectUrl } = data.meta;
+      await setSettingsForTemplate({
+        templateId: template.id,
+        meta: {
+          subject,
+          message,
+          timezone,
+          dateFormat,
+          redirectUrl,
+        },
+      });
+      router.refresh();
+      setStep('signers');
+    } catch (err) {
+      console.error(err);
+      toast({
+        title: 'Error',
+        description: 'An error occurred while updating the template settings.',
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
     try {
       await addTemplateFields({
@@ -135,6 +178,14 @@ export const EditTemplateForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
           >
+            <AddTemplateSettingsFormPartial
+              template={template}
+              key={recipients.length}
+              documentFlow={documentFlow.settings}
+              recipients={recipients}
+              onSubmit={onAddTemplateSettingsFormSubmit}
+              documentMeta={documentMeta}
+            />
             <AddTemplatePlaceholderRecipientsFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}

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

@@ -44,7 +44,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     redirect(templateRootPath);
   }
 
-  const { templateDocumentData } = template;
+  const { templateDocumentData, templateDocumentMeta } = template;
 
   const [templateRecipients, templateFields] = await Promise.all([
     getRecipientsForTemplate({
@@ -79,6 +79,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
         recipients={templateRecipients}
         fields={templateFields}
         documentData={templateDocumentData}
+        documentMeta={templateDocumentMeta}
         templateRootPath={templateRootPath}
       />
     </div>

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

@@ -131,7 +131,7 @@ export default async function CompletedSigningPage({
               </div>
             ))
             .with({ deletedAt: null }, () => (
-              <div className="flex items-center mt-4 text-center text-blue-600">
+              <div className="mt-4 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>

packages/lib/client-only/hooks/use-element-scale-size.ts

@@ -1,5 +1,5 @@
 /* eslint-disable @typescript-eslint/consistent-type-assertions */
-import { RefObject, useEffect, useState } from 'react';
+import { useEffect, useState } from 'react';
 
 /**
  * Calculate the width and height of a text element.

packages/lib/client-only/hooks/use-field-page-coords.ts

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useState } from 'react';
 
 import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { Field } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
 
 export const useFieldPageCoords = (field: Field) => {
   const [coords, setCoords] = useState({

packages/lib/client-only/providers/feature-flag.tsx

@@ -9,7 +9,7 @@ import {
 } from '@documenso/lib/constants/feature-flags';
 import { getAllFlags } from '@documenso/lib/universal/get-feature-flag';
 
-import { TFeatureFlagValue } from './feature-flag.types';
+import type { TFeatureFlagValue } from './feature-flag.types';
 
 export type FeatureFlagContextValue = {
   getFlag: (_key: string) => TFeatureFlagValue;

packages/lib/constants/toast.ts

@@ -1,4 +1,4 @@
-import { Toast } from '@documenso/ui/primitives/use-toast';
+import type { Toast } from '@documenso/ui/primitives/use-toast';
 
 export const TOAST_DOCUMENT_SHARE_SUCCESS: Toast = {
   title: 'Copied to clipboard',

packages/lib/next-auth/guards/is-admin.ts

@@ -1,3 +1,4 @@
-import { Role, User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
+import { Role } from '@documenso/prisma/client';
 
 export const isAdmin = (user: User) => user.roles.includes(Role.ADMIN);

packages/lib/server-only/2fa/get-backup-code.ts

@@ -1,6 +1,6 @@
 import { z } from 'zod';
 
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 
 import { DOCUMENSO_ENCRYPTION_KEY } from '../../constants/crypto';
 import { symmetricDecrypt } from '../../universal/crypto';

packages/lib/server-only/2fa/verify-backup-code.ts

@@ -1,4 +1,4 @@
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 
 import { getBackupCodes } from './get-backup-code';
 

packages/lib/server-only/http/with-swr.ts

@@ -1,5 +1,5 @@
-import { NextApiResponse } from 'next';
-import { NextResponse } from 'next/server';
+import type { NextApiResponse } from 'next';
+import type { NextResponse } from 'next/server';
 
 type NarrowedResponse<T> = T extends NextResponse
   ? NextResponse

packages/lib/server-only/template-document-meta/upsert-template-document-meta.ts

@@ -0,0 +1,58 @@
+'use server';
+
+import { prisma } from '@documenso/prisma';
+
+export type CreateTemplateDocumentMetaOptions = {
+  templateId: number;
+  subject?: string;
+  message?: string;
+  timezone?: string;
+  password?: string;
+  dateFormat?: string;
+  redirectUrl?: string;
+};
+
+export const upsertTemplateDocumentMeta = async ({
+  subject,
+  message,
+  timezone,
+  dateFormat,
+  templateId,
+  password,
+  redirectUrl,
+}: CreateTemplateDocumentMetaOptions) => {
+  const templateDocumentMeta = await prisma.templateDocumentMeta.findFirstOrThrow({
+    where: {
+      templateId: templateId,
+    },
+    include: {
+      template: true,
+    },
+  });
+  return await prisma.$transaction(async (tx) => {
+    const upsertedTemplateDocumentMeta = await tx.templateDocumentMeta.upsert({
+      where: {
+        templateId,
+      },
+      update: {
+        subject,
+        message,
+        timezone,
+        password,
+        dateFormat,
+        redirectUrl,
+      },
+      create: {
+        templateId,
+        subject,
+        message,
+        timezone,
+        password,
+        dateFormat,
+        redirectUrl,
+      },
+    });
+
+    return upsertedTemplateDocumentMeta;
+  });
+};

packages/lib/server-only/template/create-document-from-template.ts

@@ -65,6 +65,7 @@ export const createDocumentFromTemplate = async ({
         },
       },
       templateDocumentData: true,
+      templateDocumentMeta: true,
     },
   });
 
@@ -128,6 +129,15 @@ export const createDocumentFromTemplate = async ({
           },
         },
         documentData: true,
+        documentMeta: {
+          where: {
+            subject: template.templateDocumentMeta?.subject,
+            message: template.templateDocumentMeta?.message,
+            dateFormat: template.templateDocumentMeta?.dateFormat,
+            timezone: template.templateDocumentMeta?.timezone,
+            redirectUrl: template.templateDocumentMeta?.redirectUrl,
+          },
+        },
       },
     });
 

packages/lib/server-only/template/duplicate-template.ts

@@ -38,6 +38,7 @@ export const duplicateTemplate = async ({
       Recipient: true,
       Field: true,
       templateDocumentData: true,
+      templateDocumentMeta: true,
     },
   });
 

packages/lib/server-only/template/find-templates.ts

@@ -37,6 +37,7 @@ export const findTemplates = async ({
       where: whereFilter,
       include: {
         templateDocumentData: true,
+        templateDocumentMeta: true,
         team: {
           select: {
             id: true,

packages/lib/server-only/template/get-template-by-id.ts

@@ -29,6 +29,7 @@ export const getTemplateById = async ({ id, userId }: GetTemplateByIdOptions) =>
     where: whereFilter,
     include: {
       templateDocumentData: true,
+      templateDocumentMeta: true,
     },
   });
 };

packages/lib/server-only/user/forgot-password.ts

@@ -1,7 +1,7 @@
 import crypto from 'crypto';
 
 import { prisma } from '@documenso/prisma';
-import { TForgotPasswordFormSchema } from '@documenso/trpc/server/profile-router/schema';
+import type { TForgotPasswordFormSchema } from '@documenso/trpc/server/profile-router/schema';
 
 import { ONE_DAY, ONE_HOUR } from '../../constants/time';
 import { sendForgotPassword } from '../auth/send-forgot-password';

packages/lib/utils/fields.ts

@@ -1,4 +1,4 @@
-import { Field } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
 
 /**
  * Sort the fields by the Y position on the document.

packages/prisma/migrations/20240416212742_create_template_document_meta/migration.sql

@@ -0,0 +1,19 @@
+-- CreateTable
+CREATE TABLE "TemplateDocumentMeta" (
+    "id" TEXT NOT NULL,
+    "subject" TEXT,
+    "message" TEXT,
+    "timezone" TEXT DEFAULT 'Etc/UTC',
+    "password" TEXT,
+    "dateFormat" TEXT DEFAULT 'yyyy-MM-dd hh:mm a',
+    "templateId" INTEGER NOT NULL,
+    "redirectUrl" TEXT,
+
+    CONSTRAINT "TemplateDocumentMeta_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TemplateDocumentMeta_templateId_key" ON "TemplateDocumentMeta"("templateId");
+
+-- AddForeignKey
+ALTER TABLE "TemplateDocumentMeta" ADD CONSTRAINT "TemplateDocumentMeta_templateId_fkey" FOREIGN KEY ("templateId") REFERENCES "Template"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/schema.prisma

@@ -324,6 +324,18 @@ model DocumentMeta {
   redirectUrl String?
 }
 
+model TemplateDocumentMeta {
+  id          String   @id @default(cuid())
+  subject     String?
+  message     String?
+  timezone    String?  @default("Etc/UTC") @db.Text
+  password    String?
+  dateFormat  String?  @default("yyyy-MM-dd hh:mm a") @db.Text
+  templateId  Int      @unique
+  template    Template @relation(fields: [templateId], references: [id], onDelete: Cascade)
+  redirectUrl String?
+}
+
 enum ReadStatus {
   NOT_OPENED
   OPENED
@@ -551,6 +563,7 @@ model Template {
 
   team                 Team?        @relation(fields: [teamId], references: [id], onDelete: Cascade)
   templateDocumentData DocumentData @relation(fields: [templateDocumentDataId], references: [id], onDelete: Cascade)
+  templateDocumentMeta TemplateDocumentMeta?
   User                 User         @relation(fields: [userId], references: [id], onDelete: Cascade)
   Recipient            Recipient[]
   Field                Field[]

packages/trpc/client/guards.ts

@@ -1,6 +1,6 @@
 import { TRPCClientError } from '@trpc/client';
 
-import { AppRouter } from '../server/router';
+import type { AppRouter } from '../server/router';
 
 export const isTRPCBadRequestError = (err: unknown): err is TRPCClientError<AppRouter> => {
   return err instanceof TRPCClientError && err.shape?.code === 'BAD_REQUEST';

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

@@ -3,6 +3,7 @@ import { TRPCError } from '@trpc/server';
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
+import { upsertTemplateDocumentMeta } from '@documenso/lib/server-only/template-document-meta/upsert-template-document-meta';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createTemplate } from '@documenso/lib/server-only/template/create-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
@@ -16,6 +17,7 @@ import {
   ZCreateTemplateMutationSchema,
   ZDeleteTemplateMutationSchema,
   ZDuplicateTemplateMutationSchema,
+  ZSetSettingsForTemplateMutationSchema,
 } from './schema';
 
 export const templateRouter = router({
@@ -123,4 +125,27 @@ export const templateRouter = router({
         });
       }
     }),
+  setSettingsForTemplate: authenticatedProcedure
+    .input(ZSetSettingsForTemplateMutationSchema)
+    .mutation(async ({ input }) => {
+      try {
+        const { meta, templateId } = input;
+
+        return await upsertTemplateDocumentMeta({
+          templateId,
+          subject: meta.subject,
+          message: meta.message,
+          dateFormat: meta.dateFormat,
+          timezone: meta.timezone,
+          redirectUrl: meta.redirectUrl,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to set template settings. Please try again later.',
+        });
+      }
+    }),
 });

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

@@ -1,5 +1,7 @@
 import { z } from 'zod';
 
+import { URL_REGEX } from '@documenso/lib/constants/url-regex';
+
 export const ZCreateTemplateMutationSchema = z.object({
   title: z.string().min(1).trim(),
   teamId: z.number().optional(),
@@ -24,6 +26,22 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
   sendDocument: z.boolean().optional(),
 });
 
+export const ZSetSettingsForTemplateMutationSchema = z.object({
+  templateId: z.number(),
+  meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
+    timezone: z.string().optional(),
+    dateFormat: z.string().optional(),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+        message: 'Please enter a valid URL',
+      }),
+  }),
+});
+
 export const ZDuplicateTemplateMutationSchema = z.object({
   templateId: z.number(),
   teamId: z.number().optional(),

packages/ui/primitives/label.tsx

@@ -3,7 +3,8 @@
 import * as React from 'react';
 
 import * as LabelPrimitive from '@radix-ui/react-label';
-import { VariantProps, cva } from 'class-variance-authority';
+import type { VariantProps } from 'class-variance-authority';
+import { cva } from 'class-variance-authority';
 
 import { cn } from '../lib/utils';
 

packages/ui/primitives/password-input.tsx

@@ -4,7 +4,8 @@ import { Eye, EyeOff } from 'lucide-react';
 
 import { cn } from '../lib/utils';
 import { Button } from './button';
-import { Input, InputProps } from './input';
+import type { InputProps } from './input';
+import { Input } from './input';
 
 const PasswordInput = React.forwardRef<HTMLInputElement, Omit<InputProps, 'type'>>(
   ({ className, ...props }, ref) => {

packages/ui/primitives/signature-pad/point.ts

@@ -1,4 +1,4 @@
-import {
+import type {
   MouseEvent as ReactMouseEvent,
   PointerEvent as ReactPointerEvent,
   TouchEvent as ReactTouchEvent,

packages/ui/primitives/template-flow/add-template-settings.tsx

@@ -0,0 +1,281 @@
+'use client';
+
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { InfoIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+
+import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import type { Template, TemplateDocumentMeta } from '@documenso/prisma/client';
+import { type Recipient, SendStatus } from '@documenso/prisma/client';
+import {
+  Accordion,
+  AccordionContent,
+  AccordionItem,
+  AccordionTrigger,
+} from '@documenso/ui/primitives/accordion';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+
+import { Combobox } from '../combobox';
+import {
+  DocumentFlowFormContainerActions,
+  DocumentFlowFormContainerContent,
+  DocumentFlowFormContainerFooter,
+  DocumentFlowFormContainerStep,
+} from '../document-flow/document-flow-root';
+import type { DocumentFlowStep } from '../document-flow/types';
+import { Input } from '../input';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
+import { useStep } from '../stepper';
+import { Textarea } from '../textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
+import type { TTemplateSettingsFormSchema } from './add-template-settings.types';
+import { ZTemplateSettingsFormSchema } from './add-template-settings.types';
+
+export type AddSettingsFormProps = {
+  template: Template;
+  documentFlow: DocumentFlowStep;
+  recipients: Recipient[];
+  documentMeta: TemplateDocumentMeta | null;
+  onSubmit: (_data: TTemplateSettingsFormSchema) => void;
+};
+
+export const AddTemplateSettingsFormPartial = ({
+  documentFlow,
+  recipients,
+  documentMeta,
+  template,
+  onSubmit,
+}: AddSettingsFormProps) => {
+  const form = useForm<TTemplateSettingsFormSchema>({
+    resolver: zodResolver(ZTemplateSettingsFormSchema),
+    defaultValues: {
+      title: template.title,
+      meta: {
+        subject: documentMeta?.subject ?? '',
+        message: documentMeta?.message ?? '',
+        timezone: documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+        dateFormat: documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+        redirectUrl: documentMeta?.redirectUrl ?? '',
+      },
+    },
+  });
+
+  const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
+
+  const documentHasBeenSent = recipients.some(
+    (recipient) => recipient.sendStatus === SendStatus.SENT,
+  );
+
+  useEffect(() => {
+    if (!form.formState.touchedFields.meta?.timezone && !documentHasBeenSent) {
+      form.setValue('meta.timezone', Intl.DateTimeFormat().resolvedOptions().timeZone);
+    }
+  }, [documentHasBeenSent, form, form.setValue, form.formState.touchedFields.meta?.timezone]);
+
+  return (
+    <>
+      <DocumentFlowFormContainerContent>
+        <Form {...form}>
+          <fieldset
+            className="flex h-full flex-col space-y-6"
+            disabled={form.formState.isSubmitting}
+          >
+            <FormField
+              control={form.control}
+              name="title"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>Title</FormLabel>
+                  <FormControl>
+                    <Input className="bg-background" {...field} disabled={field.disabled} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <Accordion type="multiple" className="mt-6">
+              <AccordionItem value="advanced-options" className="border-none">
+                <AccordionTrigger className="text-foreground mb-2 rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
+                  Advanced Options
+                </AccordionTrigger>
+
+                <AccordionContent className="text-muted-foreground -mx-1 px-1 pt-2 text-sm leading-relaxed">
+                  <div className="flex flex-col space-y-6 ">
+                    <FormField
+                      control={form.control}
+                      name="meta.dateFormat"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel>Date Format</FormLabel>
+
+                          <FormControl>
+                            <Select
+                              {...field}
+                              onValueChange={field.onChange}
+                              disabled={documentHasBeenSent}
+                            >
+                              <SelectTrigger className="bg-background">
+                                <SelectValue />
+                              </SelectTrigger>
+
+                              <SelectContent>
+                                {DATE_FORMATS.map((format) => (
+                                  <SelectItem key={format.key} value={format.value}>
+                                    {format.label}
+                                  </SelectItem>
+                                ))}
+                              </SelectContent>
+                            </Select>
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.subject"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className="flex flex-row items-center">
+                            Subject{' '}
+                            <Tooltip>
+                              <TooltipTrigger>
+                                <InfoIcon className="mx-2 h-4 w-4" />
+                              </TooltipTrigger>
+
+                              <TooltipContent className="text-muted-foreground max-w-xs">
+                                Add email subject
+                              </TooltipContent>
+                            </Tooltip>
+                          </FormLabel>
+
+                          <FormControl>
+                            <Input
+                              id="subject"
+                              className="bg-background mt-2"
+                              disabled={field.disabled}
+                              {...field}
+                            />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.message"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className="flex flex-row items-center">
+                            Message{' '}
+                            <Tooltip>
+                              <TooltipTrigger>
+                                <InfoIcon className="mx-2 h-4 w-4" />
+                              </TooltipTrigger>
+
+                              <TooltipContent className="text-muted-foreground max-w-xs">
+                                Add message to send in the email
+                              </TooltipContent>
+                            </Tooltip>
+                          </FormLabel>
+
+                          <FormControl>
+                            <Textarea
+                              id="message"
+                              className="bg-background mt-2 h-24 resize-none"
+                              {...field}
+                            />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.timezone"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel>Time Zone</FormLabel>
+
+                          <FormControl>
+                            <Combobox
+                              className="bg-background"
+                              options={TIME_ZONES}
+                              {...field}
+                              onChange={(value) => value && field.onChange(value)}
+                              disabled={documentHasBeenSent}
+                            />
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+
+                    <FormField
+                      control={form.control}
+                      name="meta.redirectUrl"
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormLabel className="flex flex-row items-center">
+                            Redirect URL{' '}
+                            <Tooltip>
+                              <TooltipTrigger>
+                                <InfoIcon className="mx-2 h-4 w-4" />
+                              </TooltipTrigger>
+
+                              <TooltipContent className="text-muted-foreground max-w-xs">
+                                Add a URL to redirect the user to once the document is signed
+                              </TooltipContent>
+                            </Tooltip>
+                          </FormLabel>
+
+                          <FormControl>
+                            <Input className="bg-background" {...field} />
+                          </FormControl>
+
+                          <FormMessage />
+                        </FormItem>
+                      )}
+                    />
+                  </div>
+                </AccordionContent>
+              </AccordionItem>
+            </Accordion>
+          </fieldset>
+        </Form>
+      </DocumentFlowFormContainerContent>
+
+      <DocumentFlowFormContainerFooter>
+        <DocumentFlowFormContainerStep
+          title={documentFlow.title}
+          step={currentStep}
+          maxStep={totalSteps}
+        />
+
+        <DocumentFlowFormContainerActions
+          loading={form.formState.isSubmitting}
+          disabled={form.formState.isSubmitting}
+          canGoBack={stepIndex !== 0}
+          onGoBackClick={previousStep}
+          onGoNextClick={form.handleSubmit(onSubmit)}
+        />
+      </DocumentFlowFormContainerFooter>
+    </>
+  );
+};

packages/ui/primitives/template-flow/add-template-settings.types.ts

@@ -0,0 +1,44 @@
+import { z } from 'zod';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { URL_REGEX } from '@documenso/lib/constants/url-regex';
+import {
+  ZDocumentAccessAuthTypesSchema,
+  ZDocumentActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+
+export const ZMapNegativeOneToUndefinedSchema = z
+  .string()
+  .optional()
+  .transform((val) => {
+    if (val === '-1') {
+      return undefined;
+    }
+
+    return val;
+  });
+
+export const ZTemplateSettingsFormSchema = z.object({
+  title: z.string().trim().min(1, { message: "Title can't be empty" }),
+  globalAccessAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+    ZDocumentAccessAuthTypesSchema.optional(),
+  ),
+  globalActionAuth: ZMapNegativeOneToUndefinedSchema.pipe(
+    ZDocumentActionAuthTypesSchema.optional(),
+  ),
+  meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
+    timezone: z.string().optional().default(DEFAULT_DOCUMENT_TIME_ZONE),
+    dateFormat: z.string().optional().default(DEFAULT_DOCUMENT_DATE_FORMAT),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+        message: 'Please enter a valid URL',
+      }),
+  }),
+});
+
+export type TTemplateSettingsFormSchema = z.infer<typeof ZTemplateSettingsFormSchema>;