v1.12.8

Adds the missing `viewedDocument` method call for embedded signing.

I believe this had previously been added but was lost as the result of a
merge conflict being resolved.

.cursorrules

@@ -1,4 +1,7 @@
+You are an expert in TypeScript, Node.js, Remix, React, Shadcn UI and Tailwind.
+
 Code Style and Structure:
+
 - Write concise, technical TypeScript code with accurate examples
 - Use functional and declarative programming patterns; avoid classes
 - Prefer iteration and modularization over code duplication
@@ -6,20 +9,25 @@ Code Style and Structure:
 - Structure files: exported component, subcomponents, helpers, static content, types
 
 Naming Conventions:
+
 - Use lowercase with dashes for directories (e.g., components/auth-wizard)
 - Favor named exports for components
 
 TypeScript Usage:
-- Use TypeScript for all code; prefer interfaces over types
-- Avoid enums; use maps instead
+
+- Use TypeScript for all code; prefer types over interfaces
 - Use functional components with TypeScript interfaces
 
 Syntax and Formatting:
-- Use the "function" keyword for pure functions
+
+- Create functions using `const fn = () => {}`
 - Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements
 - Use declarative JSX
+- Never use 'use client'
+- Never use 1 line if statements
 
 Error Handling and Validation:
+
 - Prioritize error handling: handle errors and edge cases early
 - Use early returns and guard clauses
 - Implement proper error logging and user-friendly messages
@@ -28,21 +36,40 @@ Error Handling and Validation:
 - Use error boundaries for unexpected errors
 
 UI and Styling:
+
 - Use Shadcn UI, Radix, and Tailwind Aria for components and styling
 - Implement responsive design with Tailwind CSS; use a mobile-first approach
+- When using Lucide icons, prefer the longhand names, for example HomeIcon instead of Home
 
-Performance Optimization:
-- Minimize 'use client', 'useEffect', and 'setState'; favor React Server Components (RSC)
-- Wrap client components in Suspense with fallback
-- Use dynamic loading for non-critical components
-- Optimize images: use WebP format, include size data, implement lazy loading
+React forms
 
-Key Conventions:
-- Use 'nuqs' for URL search parameter state management
-- Optimize Web Vitals (LCP, CLS, FID)
-- Limit 'use client':
-  - Favor server components and Next.js SSR
-  - Use only for Web API access in small components
-  - Avoid for data fetching or state management
+- Use zod for form validation react-hook-form for forms
+- Look at TeamCreateDialog.tsx as an example of form usage
+- Use <Form> <FormItem> elements, and also wrap the contents of form in a fieldset which should have the :disabled attribute when the form is loading
 
-Follow Next.js docs for Data Fetching, Rendering, and Routing
+TRPC Specifics
+
+- Every route should be in it's own file, example routers/teams/create-team.ts
+- Every route should have a types file associated with it, example routers/teams/create-team.types.ts. These files should have the OpenAPI meta, and request/response zod schemas
+- The request/response schemas should be named like Z[RouteName]RequestSchema and Z[RouteName]ResponseSchema
+- Use create-team.ts and create-team.types.ts as an example when creating new routes.
+- When creating the OpenAPI meta, only use GET and POST requests, do not use any other REST methods
+- Deconstruct the input argument on it's one line of code.
+
+Toast usage
+
+- Use the t`string` macro from @lingui/react/macro to display toast messages
+
+Remix/ReactRouter Usage
+
+- Use (params: Route.Params) to get the params from the route
+- Use (loaderData: Route.LoaderData) to get the loader data from the route
+- When using loaderdata, deconstruct the data you need from the loader data inside the function body
+- Do not use json() to return data, directly return the data
+
+Translations
+
+- Use <Trans>string</Trans> to display translations in jsx code, this should be imported from @lingui/react/macro
+- Use the t`string` macro from @lingui/react/macro to display translations in typescript code
+- t should be imported as const { t } = useLingui() where useLingui is imported from @lingui/react/macro
+- String in constants should be using the t`string` macro

.devcontainer/devcontainer.json

@@ -10,13 +10,7 @@
     "ghcr.io/devcontainers/features/node:1": {}
   },
   "onCreateCommand": "./.devcontainer/on-create.sh",
-  "forwardPorts": [
-    3000,
-    54320,
-    9000,
-    2500,
-    1100
-  ],
+  "forwardPorts": [3000, 54320, 9000, 2500, 1100],
   "customizations": {
     "vscode": {
       "extensions": [
@@ -35,4 +29,4 @@
       ]
     }
   }
-}
+}

.env.example

@@ -1,5 +1,4 @@
 # [[AUTH]]
-NEXTAUTH_URL="http://localhost:3000"
 NEXTAUTH_SECRET="secret"
 
 # [[CRYPTO]]
@@ -19,14 +18,10 @@ NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""
 NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
 NEXT_PRIVATE_OIDC_PROVIDER_LABEL="OIDC"
-# This can be used to still allow signups for OIDC connections
-# when signup is disabled via `NEXT_PUBLIC_DISABLE_SIGNUP`
-NEXT_PRIVATE_OIDC_ALLOW_SIGNUP=""
 NEXT_PRIVATE_OIDC_SKIP_VERIFY=""
 
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
-NEXT_PUBLIC_MARKETING_URL="http://localhost:3001"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
@@ -93,6 +88,8 @@ NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS=
 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: Defines the service for nodemailer
+NEXT_PRIVATE_SMTP_SERVICE=
 # OPTIONAL: The API key to use for Resend.com
 NEXT_PRIVATE_RESEND_API_KEY=
 # OPTIONAL: The API key to use for MailChannels.
@@ -108,16 +105,18 @@ NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY=
 # OPTIONAL: Displays the maximum document upload limit to the user in MBs
 NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
 
+# [[EE ONLY]]
+# OPTIONAL: The AWS SES API KEY to verify email domains with.
+NEXT_PRIVATE_SES_ACCESS_KEY_ID=
+NEXT_PRIVATE_SES_SECRET_ACCESS_KEY=
+NEXT_PRIVATE_SES_REGION=
+
 # [[STRIPE]]
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
-NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID=
 
 # [[BACKGROUND JOBS]]
 NEXT_PRIVATE_JOBS_PROVIDER="local"
-NEXT_PRIVATE_TRIGGER_API_KEY=
-NEXT_PRIVATE_TRIGGER_API_URL=
 NEXT_PRIVATE_INNGEST_EVENT_KEY=
 
 # [[FEATURES]]
@@ -133,7 +132,9 @@ E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
 E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 
-# This is only required for the marketing site
-# [[REDIS]]
-NEXT_PRIVATE_REDIS_URL=
-NEXT_PRIVATE_REDIS_TOKEN=
+# [[LOGGER]]
+# OPTIONAL: The file to save the logger output to. Will disable stdout if provided.
+NEXT_PRIVATE_LOGGER_FILE_PATH=
+
+# [[PLAIN SUPPORT]]
+NEXT_PRIVATE_PLAIN_API_KEY=

.eslintrc.cjs

@@ -5,6 +5,7 @@ module.exports = {
   rules: {
     '@next/next/no-img-element': 'off',
     'no-unreachable': 'error',
+    'react-hooks/exhaustive-deps': 'off',
   },
   settings: {
     next: {

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,8 +1,3 @@
----
-name: Pull Request
-about: Submit changes to the project for review and inclusion
----
-
 ## Description
 
 <!--- Describe the changes introduced by this pull request. -->

.github/actions/cache-build/action.yml

@@ -1,24 +0,0 @@
-name: Cache production build binaries
-description: 'Cache or restore if necessary'
-inputs:
-  node_version:
-    required: false
-    default: v20.x
-runs:
-  using: 'composite'
-  steps:
-    - name: Cache production build
-      uses: actions/cache@v3
-      id: production-build-cache
-      with:
-        path: |
-          ${{ github.workspace }}/apps/web/.next
-          ${{ github.workspace }}/apps/marketing/.next
-          **/.turbo/**
-          **/dist/**
-
-        key: prod-build-${{ github.run_id }}-${{ hashFiles('package-lock.json') }}
-        restore-keys: prod-build-
-
-    - run: npm run build
-      shell: bash

.github/actions/node-install/action.yml

@@ -2,7 +2,7 @@ name: 'Setup node and cache node_modules'
 inputs:
   node_version:
     required: false
-    default: v20.x
+    default: v22.x
 
 runs:
   using: 'composite'

.github/dependabot.yml

@@ -11,16 +11,6 @@ updates:
       - 'ci'
     open-pull-requests-limit: 0
 
-  - package-ecosystem: 'npm'
-    directory: '/apps/marketing'
-    schedule:
-      interval: 'weekly'
-    target-branch: 'main'
-    labels:
-      - 'npm dependencies'
-      - 'frontend'
-    open-pull-requests-limit: 0
-
   - package-ecosystem: 'npm'
     directory: '/apps/web'
     schedule:

.github/labeler.yml

@@ -1,6 +1,3 @@
-'apps: marketing':
-  - apps/marketing/**
-
 'apps: web':
   - apps/web/**
 

.github/workflows/ci.yml

@@ -26,7 +26,8 @@ jobs:
       - name: Copy env
         run: cp .env.example .env
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
 
   build_docker:
     name: Build Docker Image

.github/workflows/clean-cache.yml

@@ -1,29 +0,0 @@
-name: cleanup caches by a branch
-on:
-  pull_request:
-    types:
-      - closed
-
-jobs:
-  cleanup:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Cleanup
-        run: |
-          gh extension install actions/gh-actions-cache
-
-          echo "Fetching list of cache key"
-          cacheKeysForPR=$(gh actions-cache list -R $REPO -B $BRANCH -L 100 | cut -f 1 )
-
-          ## Setting this to not fail the workflow while deleting cache keys. 
-          set +e
-          echo "Deleting caches..."
-          for cacheKey in $cacheKeysForPR
-          do
-              gh actions-cache delete $cacheKey -R $REPO -B $BRANCH --confirm
-          done
-          echo "Done"
-        env:
-          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-          REPO: ${{ github.repository }}
-          BRANCH: refs/pull/${{ github.event.pull_request.number }}/merge

.github/workflows/codeql-analysis.yml

@@ -30,7 +30,8 @@ jobs:
 
       - uses: ./.github/actions/node-install
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
 
       - name: Initialize CodeQL
         uses: github/codeql-action/init@v3

.github/workflows/e2e-tests.yml

@@ -1,14 +1,14 @@
 name: Playwright Tests
 on:
   push:
-    branches: ['main']
+    branches: ['main', 'feat/rr7']
   pull_request:
     branches: ['main']
 jobs:
   e2e_tests:
     name: 'E2E Tests'
     timeout-minutes: 60
-    runs-on: ubuntu-latest
+    runs-on: warp-ubuntu-2204-x64-16x
     steps:
       - uses: actions/checkout@v4
 
@@ -28,7 +28,11 @@ jobs:
       - name: Seed the database
         run: npm run prisma:seed
 
-      - uses: ./.github/actions/cache-build
+      - name: Build app
+        run: npm run build
+
+      - name: Install playwright browsers
+        run: npx playwright install --with-deps
 
       - name: Run Playwright tests
         run: npm run ci

.github/workflows/publish.yml

@@ -89,22 +89,35 @@ jobs:
           APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
           GIT_SHA="$(git rev-parse HEAD)"
 
-          docker manifest create \
-            documenso/documenso:latest \
-            --amend documenso/documenso-amd64:latest \
-            --amend documenso/documenso-arm64:latest \
+          # Check if the version is stable (no rc or beta in the version)
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            docker manifest create \
+              documenso/documenso:latest \
+              --amend documenso/documenso-amd64:latest \
+              --amend documenso/documenso-arm64:latest
+
+            docker manifest push documenso/documenso:latest
+          fi
+
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+-rc\.[0-9]+$ ]]; then
+            docker manifest create \
+              documenso/documenso:rc \
+              --amend documenso/documenso-amd64:rc \
+              --amend documenso/documenso-arm64:rc
+
+            docker manifest push documenso/documenso:rc
+          fi
 
           docker manifest create \
             documenso/documenso:$GIT_SHA \
             --amend documenso/documenso-amd64:$GIT_SHA \
-            --amend documenso/documenso-arm64:$GIT_SHA \
+            --amend documenso/documenso-arm64:$GIT_SHA
 
           docker manifest create \
             documenso/documenso:$APP_VERSION \
             --amend documenso/documenso-amd64:$APP_VERSION \
-            --amend documenso/documenso-arm64:$APP_VERSION \
+            --amend documenso/documenso-arm64:$APP_VERSION
 
-          docker manifest push documenso/documenso:latest
           docker manifest push documenso/documenso:$GIT_SHA
           docker manifest push documenso/documenso:$APP_VERSION
 
@@ -113,21 +126,34 @@ jobs:
           APP_VERSION="$(git name-rev --tags --name-only $(git rev-parse HEAD) | head -n 1 | sed 's/\^0//')"
           GIT_SHA="$(git rev-parse HEAD)"
 
-          docker manifest create \
-            ghcr.io/documenso/documenso:latest \
-            --amend ghcr.io/documenso/documenso-amd64:latest \
-            --amend ghcr.io/documenso/documenso-arm64:latest \
+          # Check if the version is stable (no rc or beta in the version)
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            docker manifest create \
+              ghcr.io/documenso/documenso:latest \
+              --amend ghcr.io/documenso/documenso-amd64:latest \
+              --amend ghcr.io/documenso/documenso-arm64:latest
+
+            docker manifest push ghcr.io/documenso/documenso:latest
+          fi
+
+          if [[ "$APP_VERSION" =~ ^v[0-9]+\.[0-9]+\.[0-9]+-rc\.[0-9]+$ ]]; then
+            docker manifest create \
+              ghcr.io/documenso/documenso:rc \
+              --amend ghcr.io/documenso/documenso-amd64:rc \
+              --amend ghcr.io/documenso/documenso-arm64:rc
+
+            docker manifest push ghcr.io/documenso/documenso:rc
+          fi
 
           docker manifest create \
             ghcr.io/documenso/documenso:$GIT_SHA \
             --amend ghcr.io/documenso/documenso-amd64:$GIT_SHA \
-            --amend ghcr.io/documenso/documenso-arm64:$GIT_SHA \
+            --amend ghcr.io/documenso/documenso-arm64:$GIT_SHA
 
           docker manifest create \
             ghcr.io/documenso/documenso:$APP_VERSION \
             --amend ghcr.io/documenso/documenso-amd64:$APP_VERSION \
-            --amend ghcr.io/documenso/documenso-arm64:$APP_VERSION \
+            --amend ghcr.io/documenso/documenso-arm64:$APP_VERSION
 
-          docker manifest push ghcr.io/documenso/documenso:latest
           docker manifest push ghcr.io/documenso/documenso:$GIT_SHA
           docker manifest push ghcr.io/documenso/documenso:$APP_VERSION

.github/workflows/translations-upload.yml

@@ -20,8 +20,6 @@ jobs:
     steps:
       - name: Checkout
         uses: actions/checkout@v4
-        with:
-          ref: ${{ github.event.pull_request.head.ref }}
 
       - uses: ./.github/actions/node-install
 

.gitignore

@@ -50,3 +50,10 @@ yarn-error.log*
 !.vscode/tasks.json
 !.vscode/launch.json
 !.vscode/extensions.json
+
+# logs
+logs.json
+
+# claude
+.claude
+CLAUDE.md

.gitpod.yml

@@ -4,9 +4,7 @@ tasks:
       npm run dx:up &&
       cp .env.example .env &&
       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)"
     command: npm run d
 
 ports:

.husky/commit-msg

@@ -1,4 +1 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 npm run commitlint -- $1

.husky/pre-commit

@@ -1,16 +1,9 @@
-#!/usr/bin/env sh
-. "$(dirname -- "$0")/_/husky.sh"
-
 SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
 MONOREPO_ROOT="$(readlink -f "$SCRIPT_DIR/../")"
 
-echo "Copying pdf.js"
-npm run copy:pdfjs --workspace apps/**
-
 echo "Copying .well-known/ contents"
 node "$MONOREPO_ROOT/scripts/copy-wellknown.cjs"
 
-git add "$MONOREPO_ROOT/apps/web/public/"
-git add "$MONOREPO_ROOT/apps/marketing/public/"
+git add "$MONOREPO_ROOT/apps/remix/public/"
 
 npx lint-staged

.npmrc

@@ -1 +1,3 @@
 auto-install-peers = true
+legacy-peer-deps = true
+prefer-dedupe = true

AGENTS.md

@@ -0,0 +1,57 @@
+# Agent Guidelines for Documenso
+
+## Build/Test/Lint Commands
+
+- `npm run build` - Build all packages
+- `npm run lint` - Lint all packages
+- `npm run lint:fix` - Auto-fix linting issues
+- `npm run test:e2e` - Run E2E tests with Playwright
+- `npm run test:dev -w @documenso/app-tests` - Run single E2E test in dev mode
+- `npm run test-ui:dev -w @documenso/app-tests` - Run E2E tests with UI
+- `npm run format` - Format code with Prettier
+- `npm run dev` - Start development server for Remix app
+
+## Code Style Guidelines
+
+- Use TypeScript for all code; prefer `type` over `interface`
+- Use functional components with `const Component = () => {}`
+- Never use classes; prefer functional/declarative patterns
+- Use descriptive variable names with auxiliary verbs (isLoading, hasError)
+- Directory names: lowercase with dashes (auth-wizard)
+- Use named exports for components
+- Never use 'use client' directive
+- Never use 1-line if statements
+- Structure files: exported component, subcomponents, helpers, static content, types
+
+## Error Handling & Validation
+
+- Use custom AppError class when throwing errors
+- When catching errors on the frontend use `const error = AppError.parse(error)` to get the error code
+- Use early returns and guard clauses
+- Use Zod for form validation and react-hook-form for forms
+- Use error boundaries for unexpected errors
+
+## UI & Styling
+
+- Use Shadcn UI, Radix, and Tailwind CSS with mobile-first approach
+- Use `<Form>` `<FormItem>` elements with fieldset having `:disabled` attribute when loading
+- Use Lucide icons with longhand names (HomeIcon vs Home)
+
+## TRPC Routes
+
+- Each route in own file: `routers/teams/create-team.ts`
+- Associated types file: `routers/teams/create-team.types.ts`
+- Request/response schemas: `Z[RouteName]RequestSchema`, `Z[RouteName]ResponseSchema`
+- Only use GET and POST methods in OpenAPI meta
+- Deconstruct input argument on its own line
+- Prefer route names such as get/getMany/find/create/update/delete
+- "create" routes request schema should have the ID and data in the top level
+- "update" routes request schema should have the ID in the top level and the data in a nested "data" object
+
+## Translations & Remix
+
+- Use `<Trans>string</Trans>` for JSX translations from `@lingui/react/macro`
+- Use `t\`string\`` macro for TypeScript translations
+- Use `(params: Route.Params)` and `(loaderData: Route.LoaderData)` for routes
+- Directly return data from loaders, don't use `json()`
+- Use `superLoaderJson` when sending complex data through loaders such as dates or prisma decimals

README.md

@@ -49,8 +49,6 @@ Join us in creating the next generation of open trust infrastructure.
 
 ## Community and Next Steps 🎯
 
-We're currently working on a redesign of the application, including a revamp of the codebase, so Documenso can be more intuitive to use and robust to develop upon.
-
 - Check out the first source code release in this repository and test it.
 - Tell us what you think in the [Discussions](https://github.com/documenso/documenso/discussions).
 - Join the [Discord server](https://documen.so/discord) for any questions and getting to know to other community members.
@@ -69,9 +67,9 @@ Contact us if you are interested in our Enterprise plan for large organizations
 <a href="https://cal.com/timurercan/enterprise-customers?utm_source=banner&utm_campaign=oss"><img alt="Book us with Cal.com" src="https://cal.com/book-with-cal-dark.svg" /></a>
 
 ## Tech Stack
+
 <p align="left">
   <a href="https://www.typescriptlang.org"><img src="https://shields.io/badge/TypeScript-3178C6?logo=TypeScript&logoColor=FFF&style=flat-square" alt="TypeScript"></a>
-  <a href="https://nextjs.org/"><img src="https://img.shields.io/badge/next.js-000000?style=flat-square&logo=nextdotjs&logoColor=white" alt="NextJS"></a>
   <a href="https://prisma.io"><img width="122" height="20" src="http://made-with.prisma.io/indigo.svg" alt="Made with Prisma" /></a>
   <a href="https://tailwindcss.com/"><img src="https://img.shields.io/badge/tailwindcss-0F172A?&logo=tailwindcss" alt="Tailwind CSS"></a>
   <a href=""><img src="" alt=""></a>
@@ -81,20 +79,17 @@ Contact us if you are interested in our Enterprise plan for large organizations
   <a href=""><img src="" alt=""></a>
 </p>
 
-
 - [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
-- [Prisma](https://www.prisma.io/)  - ORM
+- [ReactRouter](https://reactrouter.com/) - Framework
+- [Prisma](https://www.prisma.io/) - ORM
 - [Tailwind](https://tailwindcss.com/) - CSS
 - [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
 - [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
 - [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
-- [Vercel](https://vercel.com) - Hosting
 
 <!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
 
@@ -104,7 +99,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
 
 To run Documenso locally, you will need
 
-- Node.js (v18 or above)
+- Node.js (v22 or above)
 - Postgres SQL Database
 - Docker (optional)
 
@@ -167,10 +162,8 @@ git clone https://github.com/<your-username>/documenso
 
 4. Set the following environment variables:
 
-   - NEXTAUTH_URL
    - NEXTAUTH_SECRET
    - NEXT_PUBLIC_WEBAPP_URL
-   - NEXT_PUBLIC_MARKETING_URL
    - NEXT_PRIVATE_DATABASE_URL
    - NEXT_PRIVATE_DIRECT_DATABASE_URL
    - NEXT_PRIVATE_SMTP_FROM_NAME
@@ -221,8 +214,6 @@ For detailed instructions on how to configure and run the Docker container, plea
 
 We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
 
-> Please note that the below deployment methods are for v0.9, we will update these to v1.0 once it has been released.
-
 ### Fetch, configure, and build
 
 First, clone the code from Github:
@@ -239,35 +230,33 @@ cp .env.example .env
 
 The following environment variables must be set:
 
-- `NEXTAUTH_URL`
 - `NEXTAUTH_SECRET`
 - `NEXT_PUBLIC_WEBAPP_URL`
-- `NEXT_PUBLIC_MARKETING_URL`
 - `NEXT_PRIVATE_DATABASE_URL`
 - `NEXT_PRIVATE_DIRECT_DATABASE_URL`
 - `NEXT_PRIVATE_SMTP_FROM_NAME`
 - `NEXT_PRIVATE_SMTP_FROM_ADDRESS`
 
-> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for both `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
+> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for the `NEXT_PUBLIC_WEBAPP_URL` variable!
 
 Now you can install the dependencies and build it:
 
 ```
 npm i
-npm run build:web
+npm run build
 npm run prisma:migrate-deploy
 ```
 
 Finally, you can start it with:
 
 ```
-cd apps/web
+cd apps/remix
 npm run start
 ```
 
 This will start the server on `localhost:3000`. For now, any reverse proxy can then do the frontend and SSL termination.
 
-> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
+> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
 
 ### Run as a service
 
@@ -282,7 +271,7 @@ After=network.target
 Environment=PATH=/path/to/your/node/binaries
 Type=simple
 User=www-data
-WorkingDirectory=/var/www/documenso/apps/web
+WorkingDirectory=/var/www/documenso/apps/remix
 ExecStart=/usr/bin/next start -p 3500
 TimeoutSec=15
 Restart=always
@@ -317,7 +306,7 @@ The Web UI can be found at http://localhost:9000, while the SMTP port will be on
 
 ### Support IPv6
 
-If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Next.js start command
+If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Remix start command
 
 For local docker run
 

SIGNING.md

@@ -10,15 +10,26 @@ For the digital signature of your documents you need a signing certificate in .p
 
    `openssl req -new -x509 -key private.key -out certificate.crt -days 365`
 
-   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The -days parameter sets the number of days for which the certificate is valid.
+   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The `-days` parameter sets the number of days for which the certificate is valid.
 
-3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following command to do this:
+3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following commands to do this:
 
-   `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
+   ```bash
+   # Set certificate password securely (won't appear in command history)
+   read -s -p "Enter certificate password: " CERT_PASS
+   echo
+   
+   # Create the p12 certificate using the environment variable
+   openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt \
+       -password env:CERT_PASS \
+       -keypbe PBE-SHA1-3DES \
+       -certpbe PBE-SHA1-3DES \
+       -macalg sha1
+   ```
 
-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**)
+4. **IMPORTANT**: A certificate password is required to prevent signing failures. Make sure to use a strong password (minimum 4 characters) when prompted. Certificates without passwords will cause "Failed to get private key bags" errors during document signing.
 
-5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
+5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
 
 ## Docker
 

apps/documentation/.gitignore

@@ -34,3 +34,8 @@ yarn-error.log*
 # typescript
 *.tsbuildinfo
 next-env.d.ts
+
+# next-sitemap output
+/public/sitemap.xml
+/public/robots.txt
+/public/sitemap-*.xml

apps/documentation/README.md

@@ -1,36 +1 @@
-This is a [Next.js](https://nextjs.org/) project bootstrapped with [`create-next-app`](https://github.com/vercel/next.js/tree/canary/packages/create-next-app).
-
-## Getting Started
-
-First, run the development server:
-
-```bash
-npm run dev
-# or
-yarn dev
-# or
-pnpm dev
-# or
-bun dev
-```
-
-Open [http://localhost:3002](http://localhost:3002) with your browser to see the result.
-
-You can start editing the page by modifying `app/page.tsx`. The page auto-updates as you edit the file.
-
-This project uses [`next/font`](https://nextjs.org/docs/basic-features/font-optimization) to automatically optimize and load Inter, a custom Google Font.
-
-## Learn More
-
-To learn more about Next.js, take a look at the following resources:
-
-- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js features and API.
-- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
-
-You can check out [the Next.js GitHub repository](https://github.com/vercel/next.js/) - your feedback and contributions are welcome!
-
-## Deploy on Vercel
-
-The easiest way to deploy your Next.js app is to use the [Vercel Platform](https://vercel.com/new?utm_medium=default-template&filter=next.js&utm_source=create-next-app&utm_campaign=create-next-app-readme) from the creators of Next.js.
-
-Check out our [Next.js deployment documentation](https://nextjs.org/docs/deployment) for more details.
+# @documenso/documentation

apps/documentation/components/call-to-action.tsx

@@ -1,7 +1,7 @@
 import Link from 'next/link';
 
-import { Button } from '../primitives/button';
-import { Card, CardContent } from '../primitives/card';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
 
 type CallToActionProps = {
   className?: string;

apps/documentation/next-sitemap.config.js

@@ -0,0 +1,5 @@
+/** @type {import('next-sitemap').IConfig} */
+module.exports = {
+  siteUrl: 'https://docs.documenso.com', // Replace with your actual site URL
+  generateRobotsTxt: true, // Generates robots.txt
+};

apps/documentation/next.config.js

@@ -1,3 +1,5 @@
+import nextra from 'nextra';
+
 /** @type {import('next').NextConfig} */
 const nextConfig = {
   transpilePackages: [
@@ -9,9 +11,10 @@ const nextConfig = {
   ],
 };
 
-const withNextra = require('nextra')({
+const withNextra = nextra({
   theme: 'nextra-theme-docs',
   themeConfig: './theme.config.tsx',
+  codeHighlight: true,
 });
 
-module.exports = withNextra(nextConfig);
+export default withNextra(nextConfig);

apps/documentation/package.json

@@ -4,11 +4,10 @@
   "private": true,
   "scripts": {
     "dev": "next dev -p 3002",
-    "build": "next build",
+    "build": "next build && next-sitemap",
     "start": "next start -p 3002",
     "lint:fix": "next lint --fix",
-    "clean": "rimraf .next && rimraf node_modules",
-    "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
+    "clean": "rimraf .next && rimraf node_modules"
   },
   "dependencies": {
     "@documenso/assets": "*",
@@ -16,7 +15,7 @@
     "@documenso/tailwind-config": "*",
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
-    "next": "14.2.6",
+    "next": "14.2.28",
     "next-plausible": "^3.12.0",
     "nextra": "^2.13.4",
     "nextra-theme-docs": "^2.13.4",
@@ -27,9 +26,7 @@
     "@types/node": "^20",
     "@types/react": "^18",
     "@types/react-dom": "^18",
-    "autoprefixer": "^10.0.1",
-    "postcss": "^8",
-    "tailwindcss": "^3.3.0",
-    "typescript": "^5"
+    "next-sitemap": "^4.2.3",
+    "typescript": "5.6.2"
   }
-}
+}

apps/documentation/pages/_app.mdx

@@ -4,7 +4,7 @@ import '../styles.css';
 export default function App({ Component, pageProps }) {
   return (
     <PlausibleProvider>
-      <Component {...pageProps} />;
+      <Component {...pageProps} />
     </PlausibleProvider>
   );
 }

apps/documentation/pages/developers/_meta.json

@@ -5,6 +5,7 @@
     "title": "Development & Deployment"
   },
   "local-development": "Local Development",
+  "developer-mode": "Developer Mode",
   "self-hosting": "Self Hosting",
   "contributing": "Contributing",
   "-- API & Integration Guides": {
@@ -14,4 +15,4 @@
   "public-api": "Public API",
   "embedding": "Embedding",
   "webhooks": "Webhooks"
-}
+}

apps/documentation/pages/developers/contributing/contributing-translations.mdx

@@ -20,16 +20,12 @@ If you are looking for development notes on translations, you can find them [her
 
 We store our translations in PO files, which are located in our GitHub repository [here](https://github.com/documenso/documenso/tree/main/packages/lib/translations).
 
-The translation files are organized into folders represented by their respective language codes (`en` for English, `de` for German, etc). Each language folder contains three PO files:
-
-1. `web.po`: Translations for the web application
-2. `marketing.po`: Translations for the marketing application
-3. `common.po`: Shared translations between web and marketing
+The translation files are organized into folders represented by their respective language codes (`en` for English, `de` for German, etc).
 
 Each PO file contains translations which look like this:
 
 ```po
-#: apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx:61
+#: apps/remix/app/(signing)/sign/[token]/no-longer-available.tsx:61
 msgid "Want to send slick signing links like this one? <0>Check out Documenso.</0>"
 msgstr "Möchten Sie auffällige Signatur-Links wie diesen senden? <0>Überprüfen Sie Documenso.</0>"
 ```
@@ -46,11 +42,10 @@ msgstr "Möchten Sie auffällige Signatur-Links wie diesen senden? <0>Überprüf
 ### Updating Existing Translations
 
 1. Fork the repository.
-2. Navigate to the appropriate language folder.
-3. Open the PO file you want to update (web.po, marketing.po, or common.po).
-4. Make your changes, ensuring you follow the PO file format.
-5. Commit your changes with a message such as `chore: update German translations`
-6. Create a Pull Request.
+2. Navigate to the appropriate language folder and open the PO file you want to update.
+3. Make your changes, ensuring you follow the PO file format.
+4. Commit your changes with a message such as `chore: update German translations`
+5. Create a Pull Request.
 
 ### Adding a New Language
 

apps/documentation/pages/developers/developer-mode/field-coordinates.mdx

@@ -0,0 +1,18 @@
+---
+title: Field Coordinates
+description: Learn how to get the coordinates of a field in a document.
+---
+
+## Field Coordinates
+
+Field coordinates represent the position of a field in a document. They are returned in the `pageX` and `pageY` properties of the field.
+
+To enable field coordinates, you can use the `devmode` query parameter.
+
+```bash
+https://app.documenso.com/documents/<document-id>/edit?devmode=true
+```
+
+You should then see the coordinates on top of each field.
+
+![Field Coordinates](/developer-mode/field-coordinates.webp)

apps/documentation/pages/developers/embedding/_meta.json

@@ -0,0 +1,11 @@
+{
+  "index": "Get Started",
+  "react": "React Integration",
+  "vue": "Vue Integration",
+  "svelte": "Svelte Integration",
+  "solid": "Solid Integration",
+  "preact": "Preact Integration",
+  "angular": "Angular Integration",
+  "css-variables": "CSS Variables",
+  "authoring": "Authoring"
+}

apps/documentation/pages/developers/embedding/angular.mdx

@@ -0,0 +1,90 @@
+---
+title: Angular Integration
+description: Learn how to use our embedding SDK within your Angular application.
+---
+
+# Angular Integration
+
+Our Angular SDK provides a simple way to embed a signing experience within your Angular application. It supports both direct link templates and signing tokens.
+
+## Installation
+
+To install the SDK, run the following command:
+
+```bash
+npm install @documenso/embed-angular
+```
+
+## Usage
+
+To embed a signing experience, you'll need to provide the token for the document you want to embed. This can be done in a few different ways, depending on your use case.
+
+### Direct Link Template
+
+If you have a direct link template, you can simply provide the token for the template to the `EmbedDirectTemplate` component.
+
+```typescript
+import { Component } from '@angular/core';
+import { EmbedDirectTemplate } from '@documenso/embed-angular';
+
+@Component({
+  selector: 'app-embedding',
+  template: `
+    <embed-direct-template [token]="token" />
+  `,
+  standalone: true,
+  imports: [EmbedDirectTemplate],
+})
+export class EmbeddingComponent {
+  token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
+}
+```
+
+#### Props
+
+| Prop                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| email               | string (optional)   | The email the signer that will be used by default for signing                              |
+| lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+| onFieldSigned       | function (optional) | A callback function that will be called when a field is signed                             |
+| onFieldUnsigned     | function (optional) | A callback function that will be called when a field is unsigned                           |
+
+### Signing Token
+
+If you have a signing token, you can provide it to the `EmbedSignDocument` component.
+
+```typescript
+import { Component } from '@angular/core';
+import { EmbedSignDocument } from '@documenso/embed-angular';
+
+@Component({
+  selector: 'app-embedding',
+  template: `
+    <embed-sign-document [token]="token" />
+  `,
+  standalone: true,
+  imports: [EmbedSignDocument],
+})
+export class EmbeddingComponent {
+  token = 'YOUR_TOKEN_HERE'; // Replace with the actual token
+}
+```
+
+#### Props
+
+| Prop                | Type                | Description                                                                                |
+| ------------------- | ------------------- | ------------------------------------------------------------------------------------------ |
+| token               | string              | The token for the document you want to embed                                               |
+| host                | string (optional)   | The host to be used for the signing experience, relevant for self-hosters                  |
+| name                | string (optional)   | The name the signer that will be used by default for signing                               |
+| lockName            | boolean (optional)  | Whether or not the name field should be locked disallowing modifications                   |
+| onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
+| onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
+| onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |

apps/documentation/pages/developers/embedding/authoring.mdx

@@ -0,0 +1,167 @@
+---
+title: Authoring
+description: Learn how to use embedded authoring to create documents and templates in your application
+---
+
+# Embedded Authoring
+
+In addition to embedding signing experiences, Documenso now supports embedded authoring, allowing you to integrate document and template creation directly within your application.
+
+## How Embedded Authoring Works
+
+The embedded authoring feature enables your users to create new documents without leaving your application. This process works through secure presign tokens that authenticate the embedding session and manage permissions.
+
+## Creating Documents with Embedded Authoring
+
+To implement document creation in your application, use the `EmbedCreateDocument` component from our SDK:
+
+```jsx
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+const DocumentCreator = () => {
+  // You'll need to obtain a presign token using your API key
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          console.log('Document created with ID:', data.documentId);
+          console.log('External reference ID:', data.externalId);
+        }}
+      />
+    </div>
+  );
+};
+```
+
+## Obtaining a Presign Token
+
+Before using the `EmbedCreateDocument` component, you'll need to obtain a presign token from your backend. This token authorizes the embedding session.
+
+You can create a presign token by making a request to:
+
+```
+POST /api/v2-beta/embedding/create-presign-token
+```
+
+This API endpoint requires authentication with your Documenso API key. The token has a default expiration of 1 hour, but you can customize this duration based on your security requirements.
+
+You can find more details on this request at our [API Documentation](https://openapi.documenso.com/reference#tag/embedding)
+
+## Configuration Options
+
+The `EmbedCreateDocument` component accepts several configuration options:
+
+| Option             | Type    | Description                                                        |
+| ------------------ | ------- | ------------------------------------------------------------------ |
+| `presignToken`     | string  | **Required**. The authentication token for the embedding session.  |
+| `externalId`       | string  | Optional reference ID from your system to link with the document.  |
+| `host`             | string  | Optional custom host URL. Defaults to `https://app.documenso.com`. |
+| `css`              | string  | Optional custom CSS to style the embedded component.               |
+| `cssVars`          | object  | Optional CSS variables for colors, spacing, and more.              |
+| `darkModeDisabled` | boolean | Optional flag to disable dark mode.                                |
+| `className`        | string  | Optional CSS class name for the iframe.                            |
+
+## Feature Toggles
+
+You can customize the authoring experience by enabling or disabling specific features:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  features={{
+    allowConfigureSignatureTypes: true,
+    allowConfigureLanguage: true,
+    allowConfigureDateFormat: true,
+    allowConfigureTimezone: true,
+    allowConfigureRedirectUrl: true,
+    allowConfigureCommunication: true,
+  }}
+/>
+```
+
+## Handling Document Creation Events
+
+The `onDocumentCreated` callback is triggered when a document is successfully created, providing both the document ID and your external reference ID:
+
+```jsx
+<EmbedCreateDocument
+  presignToken="YOUR_PRESIGN_TOKEN"
+  externalId="order-12345"
+  onDocumentCreated={(data) => {
+    // Navigate to a success page
+    navigate(`/documents/success?id=${data.documentId}`);
+
+    // Or update your database with the document ID
+    updateOrderDocument(data.externalId, data.documentId);
+  }}
+/>
+```
+
+## Styling the Embedded Component
+
+You can customize the appearance of the embedded component using standard CSS classes:
+
+```jsx
+<EmbedCreateDocument
+  className="h-screen w-full rounded-lg border-none shadow-md"
+  presignToken="YOUR_PRESIGN_TOKEN"
+  css={`
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+    }
+  `}
+  cssVars={{
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  }}
+/>
+```
+
+## Complete Integration Example
+
+Here's a complete example of integrating document creation in a React application:
+
+```tsx
+import { useState } from 'react';
+
+import { unstable_EmbedCreateDocument as EmbedCreateDocument } from '@documenso/embed-react';
+
+function DocumentCreator() {
+  // In a real application, you would fetch this token from your backend
+  // using your API key at /api/v2-beta/embedding/create-presign-token
+  const presignToken = 'YOUR_PRESIGN_TOKEN';
+  const [documentId, setDocumentId] = useState<number | null>(null);
+
+  if (documentId) {
+    return (
+      <div>
+        <h2>Document Created Successfully!</h2>
+        <p>Document ID: {documentId}</p>
+        <button onClick={() => setDocumentId(null)}>Create Another Document</button>
+      </div>
+    );
+  }
+
+  return (
+    <div style={{ height: '800px', width: '100%' }}>
+      <EmbedCreateDocument
+        presignToken={presignToken}
+        externalId="order-12345"
+        onDocumentCreated={(data) => {
+          setDocumentId(data.documentId);
+        }}
+      />
+    </div>
+  );
+}
+
+export default DocumentCreator;
+```
+
+With embedded authoring, your users can seamlessly create documents within your application, enhancing the overall user experience and streamlining document workflows.

apps/documentation/pages/developers/embedding/css-variables.mdx

@@ -0,0 +1,197 @@
+---
+title: CSS Variables
+description: Learn about all available CSS variables for customizing your embedded signing experience
+---
+
+# CSS Variables
+
+Platform customers have access to a comprehensive set of CSS variables that can be used to customize the appearance of the embedded signing experience. These variables control everything from colors to spacing and can be used to match your application's design system.
+
+## Available Variables
+
+### Colors
+
+| Variable                | Description                        | Default        |
+| ----------------------- | ---------------------------------- | -------------- |
+| `background`            | Base background color              | System default |
+| `foreground`            | Base text color                    | System default |
+| `muted`                 | Muted/subtle background color      | System default |
+| `mutedForeground`       | Muted/subtle text color            | System default |
+| `popover`               | Popover/dropdown background color  | System default |
+| `popoverForeground`     | Popover/dropdown text color        | System default |
+| `card`                  | Card background color              | System default |
+| `cardBorder`            | Card border color                  | System default |
+| `cardBorderTint`        | Card border tint/highlight color   | System default |
+| `cardForeground`        | Card text color                    | System default |
+| `fieldCard`             | Field card background color        | System default |
+| `fieldCardBorder`       | Field card border color            | System default |
+| `fieldCardForeground`   | Field card text color              | System default |
+| `widget`                | Widget background color            | System default |
+| `widgetForeground`      | Widget text color                  | System default |
+| `border`                | Default border color               | System default |
+| `input`                 | Input field border color           | System default |
+| `primary`               | Primary action/button color        | System default |
+| `primaryForeground`     | Primary action/button text color   | System default |
+| `secondary`             | Secondary action/button color      | System default |
+| `secondaryForeground`   | Secondary action/button text color | System default |
+| `accent`                | Accent/highlight color             | System default |
+| `accentForeground`      | Accent/highlight text color        | System default |
+| `destructive`           | Destructive/danger action color    | System default |
+| `destructiveForeground` | Destructive/danger text color      | System default |
+| `ring`                  | Focus ring color                   | System default |
+| `warning`               | Warning/alert color                | System default |
+
+### Spacing and Layout
+
+| Variable | Description                     | Default        |
+| -------- | ------------------------------- | -------------- |
+| `radius` | Border radius size in REM units | System default |
+
+## Usage Example
+
+Here's how to use these variables in your embedding implementation:
+
+```jsx
+const cssVars = {
+  // Colors
+  background: '#ffffff',
+  foreground: '#000000',
+  primary: '#0000ff',
+  primaryForeground: '#ffffff',
+  accent: '#4f46e5',
+  destructive: '#ef4444',
+
+  // Spacing
+  radius: '0.5rem'
+};
+
+// React/Preact
+<EmbedDirectTemplate
+  token={token}
+  cssVars={cssVars}
+/>
+
+// Vue
+<EmbedDirectTemplate
+  :token="token"
+  :cssVars="cssVars"
+/>
+
+// Svelte
+<EmbedDirectTemplate
+  {token}
+  cssVars={cssVars}
+/>
+
+// Solid
+<EmbedDirectTemplate
+  token={token}
+  cssVars={cssVars}
+/>
+```
+
+## Color Format
+
+Colors can be specified in any valid CSS color format:
+
+- Hexadecimal: `#ff0000`
+- RGB: `rgb(255, 0, 0)`
+- HSL: `hsl(0, 100%, 50%)`
+- Named colors: `red`
+
+The colors will be automatically converted to the appropriate format internally.
+
+## Best Practices
+
+1. **Maintain Contrast**: When customizing colors, ensure there's sufficient contrast between background and foreground colors for accessibility.
+
+2. **Test Dark Mode**: If you haven't disabled dark mode, test your color variables in both light and dark modes.
+
+3. **Use Your Brand Colors**: Align the primary and accent colors with your brand's color scheme for a cohesive look.
+
+4. **Consistent Radius**: Use a consistent border radius value that matches your application's design system.
+
+## CSS Class Targets
+
+In addition to CSS variables, specific components in the embedded experience can be targeted using CSS classes for more granular styling:
+
+### Component Classes
+
+| Class Name                        | Description                                                             |
+| --------------------------------- | ----------------------------------------------------------------------- |
+| `.embed--Root`                    | Main container for the embedded signing experience                      |
+| `.embed--DocumentContainer`       | Container for the document and signing widget                           |
+| `.embed--DocumentViewer`          | Container for the document viewer                                       |
+| `.embed--DocumentWidget`          | The signing widget container                                            |
+| `.embed--DocumentWidgetContainer` | Outer container for the signing widget, handles positioning             |
+| `.embed--DocumentWidgetHeader`    | Header section of the signing widget                                    |
+| `.embed--DocumentWidgetContent`   | Main content area of the signing widget                                 |
+| `.embed--DocumentWidgetForm`      | Form section within the signing widget                                  |
+| `.embed--DocumentWidgetFooter`    | Footer section of the signing widget                                    |
+| `.embed--WaitingForTurn`          | Container for the waiting screen when it's not the user's turn to sign  |
+| `.embed--DocumentCompleted`       | Container for the completion screen after signing                       |
+| `.field--FieldRootContainer`      | Base container for document fields (signatures, text, checkboxes, etc.) |
+
+Field components also expose several data attributes that can be used for styling different states:
+
+| Data Attribute      | Values                                         | Description                          |
+| ------------------- | ---------------------------------------------- | ------------------------------------ |
+| `[data-field-type]` | `SIGNATURE`, `TEXT`, `CHECKBOX`, `RADIO`, etc. | The type of field                    |
+| `[data-inserted]`   | `true`, `false`                                | Whether the field has been filled    |
+| `[data-validate]`   | `true`, `false`                                | Whether the field is being validated |
+
+### Field Styling Example
+
+```css
+/* Style all field containers */
+.field--FieldRootContainer {
+  transition: all 200ms ease;
+}
+
+/* Style specific field types */
+.field--FieldRootContainer[data-field-type='SIGNATURE'] {
+  background-color: rgba(0, 0, 0, 0.02);
+}
+
+/* Style inserted fields */
+.field--FieldRootContainer[data-inserted='true'] {
+  background-color: var(--primary);
+  opacity: 0.2;
+}
+
+/* Style fields being validated */
+.field--FieldRootContainer[data-validate='true'] {
+  border-color: orange;
+}
+```
+
+### Example Usage
+
+```css
+/* Custom styles for the document widget */
+.embed--DocumentWidget {
+  background-color: #ffffff;
+  box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1);
+}
+
+/* Custom styles for the waiting screen */
+.embed--WaitingForTurn {
+  background-color: #f9fafb;
+  padding: 2rem;
+}
+
+/* Responsive adjustments for the document container */
+@media (min-width: 768px) {
+  .embed--DocumentContainer {
+    gap: 2rem;
+  }
+}
+```
+
+## Related
+
+- [React Integration](/developers/embedding/react)
+- [Vue Integration](/developers/embedding/vue)
+- [Svelte Integration](/developers/embedding/svelte)
+- [Solid Integration](/developers/embedding/solid)
+- [Preact Integration](/developers/embedding/preact)

apps/documentation/pages/developers/embedding/index.mdx

@@ -5,13 +5,17 @@ description: Learn how to use embedding to bring signing to your own website or
 
 # Embedding
 
-Our embedding feature lets you integrate our document signing experience into your own application or website. Whether you're building with React, Preact, Vue, Svelte, Solid, or using generalized web components, this guide will help you get started with embedding Documenso.
+Our embedding feature lets you integrate our document signing experience into your own application or website. Whether you're building with React, Preact, Vue, Svelte, Solid, Angular, or using generalized web components, this guide will help you get started with embedding Documenso.
 
 ## Availability
 
 Embedding is currently available for all users on a **Teams Plan** and above, as well as **Early Adopter's** within a team (Early Adopters can create a team for free).
 
-In the future, we will roll out a **Platform Plan** that will offer additional enhancements for embedding, including the option to remove Documenso branding for a more customized experience.
+Our **Platform Plan** offers enhanced customization features including:
+
+- Custom CSS and styling variables
+- Dark mode controls
+- The removal of Documenso branding from the embedding experience
 
 ## How Embedding Works
 
@@ -22,17 +26,61 @@ Embedding with Documenso allows you to handle document signing in two main ways:
 
 _For most use-cases we recommend using direct templates, however if you have a need for a more advanced integration, we are happy to help you get started._
 
+## Customization Options
+
+### Styling and Theming
+
+Platform customers have access to advanced styling options to customize the embedding experience:
+
+1. **Custom CSS**: You can provide custom CSS to style the embedded component:
+
+```jsx
+<EmbedDirectTemplate
+  token={token}
+  css={`
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+    }
+  `}
+/>
+```
+
+2. **CSS Variables**: Fine-tune the appearance using CSS variables for colors, spacing, and more:
+
+```jsx
+<EmbedDirectTemplate
+  token={token}
+  cssVars={{
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  }}
+/>
+```
+
+For a complete list of available CSS variables and their usage, see our [CSS Variables](/developers/embedding/css-variables) documentation.
+
+3. **Dark Mode Control**: Disable dark mode if it doesn't match your application's theme:
+
+```jsx
+<EmbedDirectTemplate token={token} darkModeDisabled={true} />
+```
+
+These customization options are available for both Direct Templates and Signing Token embeds.
+
 ## Supported Frameworks
 
 We support embedding across a range of popular JavaScript frameworks, including:
 
-| Framework | Package                                                                          |
-| --------- | -------------------------------------------------------------------------------- |
-| React     | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)   |
-| Preact    | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact) |
-| Vue       | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)       |
-| Svelte    | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte) |
-| Solid     | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)   |
+| Framework | Package                                                                            |
+| --------- | ---------------------------------------------------------------------------------- |
+| React     | [@documenso/embed-react](https://www.npmjs.com/package/@documenso/embed-react)     |
+| Preact    | [@documenso/embed-preact](https://www.npmjs.com/package/@documenso/embed-preact)   |
+| Vue       | [@documenso/embed-vue](https://www.npmjs.com/package/@documenso/embed-vue)         |
+| Svelte    | [@documenso/embed-svelte](https://www.npmjs.com/package/@documenso/embed-svelte)   |
+| Solid     | [@documenso/embed-solid](https://www.npmjs.com/package/@documenso/embed-solid)     |
+| Angular   | [@documenso/embed-angular](https://www.npmjs.com/package/@documenso/embed-angular) |
 
 Additionally, we provide **web components** for more generalized use. However, please note that web components are still in their early stages and haven't been extensively tested.
 
@@ -80,7 +128,7 @@ This will show a dialog which will ask you to configure which recipient should b
 
 ## Embedding with Signing Tokens
 
-To embed the signing process for an ordinary document, you’ll need a **document signing token** for the recipient. This token provides the necessary access to load the document and facilitate the signing process securely.
+To embed the signing process for an ordinary document, you'll need a **document signing token** for the recipient. This token provides the necessary access to load the document and facilitate the signing process securely.
 
 #### Instructions
 
@@ -117,15 +165,30 @@ Once you've obtained the appropriate tokens, you can integrate the signing exper
 - [Vue](/developers/embedding/vue)
 - [Svelte](/developers/embedding/svelte)
 - [Solid](/developers/embedding/solid)
+- [Angular](/developers/embedding/angular)
 
 If you're using **web components**, the integration process is slightly different. Keep in mind that web components are currently less tested but can still provide flexibility for general use cases.
 
-## Stay Tuned for the Platform Plan
+## Embedded Authoring
 
-While embedding is already a powerful tool, we're working on a **Platform Plan** that will introduce even more functionality. This plan will offer:
+In addition to embedding signing experiences, Documenso now supports **embedded authoring**, allowing your users to create documents and templates directly within your application.
 
-- Additional customization options
-- The ability to remove Documenso branding
-- Additional controls for the signing experience
+With embedded authoring, you can:
 
-More details will be shared as we approach the release.
+- Create new documents with custom fields
+- Configure document properties and settings
+- Set up recipients and signing workflows
+- Customize the authoring experience
+
+For detailed implementation instructions and code examples, see our [Embedded Authoring](/developers/embedding/authoring) guide.
+
+## Related
+
+- [React Integration](/developers/embedding/react)
+- [Vue Integration](/developers/embedding/vue)
+- [Svelte Integration](/developers/embedding/svelte)
+- [Solid Integration](/developers/embedding/solid)
+- [Preact Integration](/developers/embedding/preact)
+- [Angular Integration](/developers/embedding/angular)
+- [CSS Variables](/developers/embedding/css-variables)
+- [Embedded Authoring](/developers/embedding/authoring)

apps/documentation/pages/developers/embedding/preact.mdx

@@ -44,6 +44,9 @@ const MyEmbeddingComponent = () => {
 | email               | string (optional)   | The email the signer that will be used by default for signing                              |
 | lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
 | externalId          | string (optional)   | The external ID to be used for the document that will be created upon completion           |
+| css                 | string (optional)   | Custom CSS to style the embedded component (Platform Plan only)                            |
+| cssVars             | object (optional)   | CSS variables for customizing colors, spacing, etc. (Platform Plan only)                   |
+| darkModeDisabled    | boolean (optional)  | Disable dark mode functionality (Platform Plan only)                                       |
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
@@ -75,3 +78,30 @@ const MyEmbeddingComponent = () => {
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Styling and Theming (Platform Plan)
+
+Platform customers have access to advanced styling options:
+
+```jsx
+import { EmbedDirectTemplate } from '@documenso/embed-preact';
+
+const MyEmbeddingComponent = () => {
+  const token = 'your-token';
+  const customCss = `
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0,0,0,0.1);
+    }
+  `;
+  const cssVars = {
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  };
+
+  return (
+    <EmbedDirectTemplate token={token} css={customCss} cssVars={cssVars} darkModeDisabled={true} />
+  );
+};
+```

apps/documentation/pages/developers/embedding/react.mdx

@@ -44,6 +44,9 @@ const MyEmbeddingComponent = () => {
 | email               | string (optional)   | The email the signer that will be used by default for signing                              |
 | lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
 | externalId          | string (optional)   | The external ID to be used for the document that will be created upon completion           |
+| css                 | string (optional)   | Custom CSS to style the embedded component (Platform Plan only)                            |
+| cssVars             | object (optional)   | CSS variables for customizing colors, spacing, etc. (Platform Plan only)                   |
+| darkModeDisabled    | boolean (optional)  | Disable dark mode functionality (Platform Plan only)                                       |
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
@@ -75,3 +78,34 @@ const MyEmbeddingComponent = () => {
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Styling and Theming (Platform Plan)
+
+Platform customers have access to advanced styling options:
+
+```jsx
+import { EmbedDirectTemplate } from '@documenso/embed-react';
+
+const MyEmbeddingComponent = () => {
+  return (
+    <EmbedDirectTemplate
+      token="your-token"
+      // Custom CSS
+      css={`
+        .documenso-embed {
+          border-radius: 8px;
+          box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+        }
+      `}
+      // CSS Variables
+      cssVars={{
+        primary: '#0000FF',
+        background: '#F5F5F5',
+        radius: '8px',
+      }}
+      // Dark Mode Control
+      darkModeDisabled={true}
+    />
+  );
+};
+```

apps/documentation/pages/developers/embedding/solid.mdx

@@ -44,6 +44,9 @@ const MyEmbeddingComponent = () => {
 | email               | string (optional)   | The email the signer that will be used by default for signing                              |
 | lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
 | externalId          | string (optional)   | The external ID to be used for the document that will be created upon completion           |
+| css                 | string (optional)   | Custom CSS to style the embedded component (Platform Plan only)                            |
+| cssVars             | object (optional)   | CSS variables for customizing colors, spacing, etc. (Platform Plan only)                   |
+| darkModeDisabled    | boolean (optional)  | Disable dark mode functionality (Platform Plan only)                                       |
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
@@ -75,3 +78,30 @@ const MyEmbeddingComponent = () => {
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Styling and Theming (Platform Plan)
+
+Platform customers have access to advanced styling options:
+
+```jsx
+import { EmbedDirectTemplate } from '@documenso/embed-solid';
+
+const MyEmbeddingComponent = () => {
+  const token = 'your-token';
+  const customCss = `
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0,0,0,0.1);
+    }
+  `;
+  const cssVars = {
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  };
+
+  return (
+    <EmbedDirectTemplate token={token} css={customCss} cssVars={cssVars} darkModeDisabled={true} />
+  );
+};
+```

apps/documentation/pages/developers/embedding/svelte.mdx

@@ -46,6 +46,9 @@ If you have a direct link template, you can simply provide the token for the tem
 | email               | string (optional)   | The email the signer that will be used by default for signing                              |
 | lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
 | externalId          | string (optional)   | The external ID to be used for the document that will be created upon completion           |
+| css                 | string (optional)   | Custom CSS to style the embedded component (Platform Plan only)                            |
+| cssVars             | object (optional)   | CSS variables for customizing colors, spacing, etc. (Platform Plan only)                   |
+| darkModeDisabled    | boolean (optional)  | Disable dark mode functionality (Platform Plan only)                                       |
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
@@ -77,3 +80,28 @@ const MyEmbeddingComponent = () => {
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Styling and Theming (Platform Plan)
+
+Platform customers have access to advanced styling options:
+
+```html
+<script lang="ts">
+  import { EmbedDirectTemplate } from '@documenso/embed-svelte';
+
+  const token = 'your-token';
+  const customCss = `
+    .documenso-embed {
+      border-radius: 8px;
+      box-shadow: 0 2px 4px rgba(0,0,0,0.1);
+    }
+  `;
+  const cssVars = {
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  };
+</script>
+
+<EmbedDirectTemplate {token} css="{customCss}" cssVars="{cssVars}" darkModeDisabled="{true}" />
+```

apps/documentation/pages/developers/embedding/vue.mdx

@@ -46,6 +46,9 @@ If you have a direct link template, you can simply provide the token for the tem
 | email               | string (optional)   | The email the signer that will be used by default for signing                              |
 | lockEmail           | boolean (optional)  | Whether or not the email field should be locked disallowing modifications                  |
 | externalId          | string (optional)   | The external ID to be used for the document that will be created upon completion           |
+| css                 | string (optional)   | Custom CSS to style the embedded component (Platform Plan only)                            |
+| cssVars             | object (optional)   | CSS variables for customizing colors, spacing, etc. (Platform Plan only)                   |
+| darkModeDisabled    | boolean (optional)  | Disable dark mode functionality (Platform Plan only)                                       |
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
@@ -77,3 +80,35 @@ const MyEmbeddingComponent = () => {
 | onDocumentReady     | function (optional) | A callback function that will be called when the document is loaded and ready to be signed |
 | onDocumentCompleted | function (optional) | A callback function that will be called when the document has been completed               |
 | onDocumentError     | function (optional) | A callback function that will be called when an error occurs with the document             |
+
+### Styling and Theming (Platform Plan)
+
+Platform customers have access to advanced styling options:
+
+```html
+<script setup lang="ts">
+  import { EmbedDirectTemplate } from '@documenso/embed-vue';
+
+  const token = ref('your-token');
+  const customCss = `
+  .documenso-embed {
+    border-radius: 8px;
+    box-shadow: 0 2px 4px rgba(0,0,0,0.1);
+  }
+`;
+  const cssVars = {
+    primary: '#0000FF',
+    background: '#F5F5F5',
+    radius: '8px',
+  };
+</script>
+
+<template>
+  <EmbedDirectTemplate
+    :token="token"
+    :css="customCss"
+    :cssVars="cssVars"
+    :darkModeDisabled="true"
+  />
+</template>
+```

apps/documentation/pages/developers/local-development/index.mdx

@@ -16,18 +16,16 @@ Pick the one that fits your needs the best.
 ## Tech Stack
 
 - [Typescript](https://www.typescriptlang.org/) - Language
-- [Next.js](https://nextjs.org/) - Framework
+- [React Router](https://reactrouter.com/) - Framework
 - [Prisma](https://www.prisma.io/) - ORM
 - [Tailwind](https://tailwindcss.com/) - CSS
 - [shadcn/ui](https://ui.shadcn.com/) - Component Library
-- [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
 - [@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
-- [Vercel](https://vercel.com) - Hosting
 
 <div className="mt-16 flex items-center justify-center gap-4">
   <a href="https://documen.so/discord">

apps/documentation/pages/developers/local-development/manual.mdx

@@ -32,10 +32,8 @@ Run `npm i` in the root directory to install the dependencies required for the p
 Set up the following environment variables in the `.env` file:
 
 ```bash
-NEXTAUTH_URL
 NEXTAUTH_SECRET
 NEXT_PUBLIC_WEBAPP_URL
-NEXT_PUBLIC_MARKETING_URL
 NEXT_PRIVATE_DATABASE_URL
 NEXT_PRIVATE_DIRECT_DATABASE_URL
 NEXT_PRIVATE_SMTP_FROM_NAME

apps/documentation/pages/developers/local-development/signing-certificate.mdx

@@ -11,6 +11,10 @@ Digitally signing documents requires a signing certificate in `.p12` format. You
 
 Follow the steps below to create a free, self-signed certificate for local development.
 
+<Callout type="warning">
+  These steps should be run on a UNIX based system, otherwise you may run into an error.
+</Callout>
+
 <Steps>
 
 ### Generate Private Key
@@ -38,11 +42,17 @@ You will be prompted to enter some information, such as the certificate's Common
 Combine the private key and the self-signed certificate to create a `.p12` certificate. Use the following command:
 
 ```bash
-openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt
+openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt -legacy
 ```
 
 <Callout type="warning">
-  If you get the error "Error: Failed to get private key bags", add the `-legacy` flag to the command `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt -legacy`.
+When running the application in Docker, you may encounter permission issues when attempting to sign documents using your certificate (.p12) file. This happens because the application runs as a non-root user inside the container and needs read access to the certificate.
+
+To resolve this, you'll need to update the certificate file permissions to allow the container user 1001, which runs NextJS, to read it:
+
+```bash
+sudo chown 1001 certificate.p12
+```
 
 </Callout>
 
@@ -54,8 +64,8 @@ Note that for local development, the password can be left empty.
 
 ### Add Certificate to the Project
 
-Finally, add the certificate to the project. Place the `certificate.p12` file in the `/apps/web/resources` directory. If the directory doesn't exist, create it.
+Use the `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` environment variable to point at the certificate you created.
 
-The final file path should be `/apps/web/resources/certificate.p12`.
+Details about environment variables associated with certificates can be found [here](/developers/self-hosting/signing-certificate#configure-documenso-to-use-the-certificate).
 
 </Steps>

apps/documentation/pages/developers/local-development/translations.mdx

@@ -13,35 +13,13 @@ Documenso uses the following stack to handle translations:
 
 Additional reading can be found in the [Lingui documentation](https://lingui.dev/introduction).
 
-## Requirements
-
-You **must** insert **`setupI18nSSR()`** when creating any of the following files:
-
-- Server layout.tsx
-- Server page.tsx
-- Server loading.tsx
-
-Server meaning it does not have `'use client'` in it.
-
-```tsx
-import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
-
-export default function SomePage() {
-  setupI18nSSR(); // Required if there are translations within the page, or nested in components.
-
-  // Rest of code...
-}
-```
-
-Additional information can be found [here.](https://lingui.dev/tutorials/react-rsc#pages-layouts-and-lingui)
-
 ## Quick guide
 
 If you require more in-depth information, please see the [Lingui documentation](https://lingui.dev/introduction).
 
 ### HTML
 
-Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/macro** (not @lingui/react).
+Wrap all text to translate in **`<Trans></Trans>`** tags exported from **@lingui/react/macro**.
 
 ```html
 <h1>
@@ -64,8 +42,9 @@ For text that is broken into elements, but represent a whole sentence, you must
 ### Constants outside of react components
 
 ```tsx
-import { Trans, msg } from '@lingui/macro';
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 
 // Wrap text in msg`text to translate` when it's in a constant here, or another file/package.
 export const CONSTANT_WITH_MSG = {
@@ -98,31 +77,13 @@ Lingui provides a Plural component to make it easy. See full documentation [here
 
 Lingui provides a [DateTime instance](https://lingui.dev/ref/core#i18n.date) with the configured locale.
 
-#### Server components
-
-Note that the i18n instance is coming from **setupI18nSSR**.
-
 ```tsx
 import { Trans } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
 
 export const SomeComponent = () => {
-  const { i18n } = setupI18nSSR();
+  const { i18n } = useLingui();
 
   return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
 };
 ```
-
-#### Client components
-
-Note that the i18n instance is coming from the **import**.
-
-```tsx
-import { i18n } from '@lingui/core';
-import { Trans } from '@lingui/macro';
-import { useLingui } from '@lingui/react';
-
-export const SomeComponent = () => {
-  return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
-};
-```

apps/documentation/pages/developers/public-api/_meta.json

@@ -1,5 +1,6 @@
 {
   "index": "Get Started",
   "authentication": "Authentication",
+  "rate-limits": "Rate Limits",
   "versioning": "Versioning"
 }

apps/documentation/pages/developers/public-api/index.mdx

@@ -3,6 +3,8 @@ title: Public API
 description: Learn how to interact with your documents programmatically using the Documenso public API.
 ---
 
+import { Callout, Steps } from 'nextra/components';
+
 # Public API
 
 Documenso provides a public REST API enabling you to interact with your documents programmatically. The API exposes various HTTP endpoints that allow you to perform operations such as:
@@ -13,10 +15,35 @@ Documenso provides a public REST API enabling you to interact with your document
 
 The documentation walks you through creating API keys and using them to authenticate your API requests. You'll also learn about the available endpoints, request and response formats, and how to use the API.
 
-## Swagger Documentation
+## API V1 - Stable
 
-The [Swagger documentation](https://app.documenso.com/api/v1/openapi) also provides information about the API endpoints, request parameters, response formats, and authentication methods.
+Check out the [API V1 documentation](https://app.documenso.com/api/v1/openapi) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+## API V2 - Beta
+
+<Callout type="warning">API V2 is currently beta, and will be subject to breaking changes</Callout>
+
+Check out the [API V2 documentation](https://documen.so/api-v2-docs) for details about the API endpoints, request parameters, response formats, and authentication methods.
+
+Our new API V2 supports the following typed SDKs:
+
+- [TypeScript](https://github.com/documenso/sdk-typescript)
+- [Python](https://github.com/documenso/sdk-python)
+- [Go](https://github.com/documenso/sdk-go)
+
+<Callout type="info">
+  For the staging API, please use the following base URL:
+  `https://stg-app.documenso.com/api/v2-beta/`
+</Callout>
+
+🚀 [V2 Announcement](https://documen.so/sdk-blog)
+
+📖 [Documentation](https://documen.so/api-v2-docs)
+
+💬 [Leave Feedback](https://documen.so/sdk-feedback)
+
+🔔 [Breaking Changes](https://documen.so/sdk-breaking)
 
 ## Availability
 
-The API is available to individual users and teams.
+The API is available to individual users, teams and higher plans. [Fair Use](https://documen.so/fair) applies.

apps/documentation/pages/developers/public-api/rate-limits.mdx

@@ -0,0 +1,54 @@
+import { Callout } from 'nextra/components';
+
+# Rate Limits
+
+Documenso enforces rate limits on all API endpoints to ensure service stability.
+
+## HTTP Rate Limits
+
+**Limit:** 100 requests per minute per IP address  
+**Response:** 429 Too Many Requests
+
+### Rate Limit Response
+
+```json
+{
+  "error": "Too many requests, please try again later."
+}
+```
+
+<Callout type="warning">
+  No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
+  seconds before retrying.
+</Callout>
+
+## Resource Limits
+
+Beyond HTTP rate limits, your account has usage limits based on your subscription plan.
+
+### Plan Limits
+
+| Resource         | Free | Paid      | Self-hosted | Enterprise |
+| ---------------- | ---- | --------- | ----------- | ---------- |
+| Documents/month  | 5    | Unlimited | Unlimited   | Unlimited  |
+| Total Recipients | 10   | Unlimited | Unlimited   | Unlimited  |
+| Direct Templates | 3    | Unlimited | Unlimited   | Unlimited  |
+
+### Error Response
+
+When you exceed a resource limit:
+
+```json
+{
+  "error": "You have reached your document limit for this month. Please upgrade your plan.",
+  "code": "LIMIT_EXCEEDED",
+  "statusCode": 400
+}
+```
+
+## Error Codes
+
+| Code                | Status | Description                   |
+| ------------------- | ------ | ----------------------------- |
+| `TOO_MANY_REQUESTS` | 429    | HTTP rate limit exceeded      |
+| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded |

apps/documentation/pages/developers/public-api/reference.mdx

@@ -500,8 +500,125 @@ Now you can make a `POST` request to the `/api/v1/documents/{documentId}/fields`
   value, this is the value that will be used to sign the field.
 </Callout>
 
+<Callout type="warning">
+  It's important to pass the `type` in the `fieldMeta` property for the advanced fields. [Read more
+  here](#a-note-on-advanced-fields)
+</Callout>
+
 A successful request will return a JSON response with the newly added fields. The image below illustrates the fields added to the document via the API.
 
 ![A screenshot of the document in the Documenso editor](/api-reference/fields-added-via-api.webp)
 
 </Steps>
+
+#### A Note on Advanced Fields
+
+The advanced fields are: text, checkbox, radio, number, and select. Whenever you append any of these advanced fields to a document, you need to pass the `type` in the `fieldMeta` property:
+
+```json
+...
+"fieldMeta": {
+  "type": "text",
+}
+...
+```
+
+Replace the `text` value with the corresponding field type:
+
+- For the `TEXT` field it should be `text`.
+- For the `CHECKBOX` field it should be `checkbox`.
+- For the `RADIO` field it should be `radio`.
+- For the `NUMBER` field it should be `number`.
+- For the `SELECT` field it should be `select`. (check this before merge)
+
+You must pass this property at all times, even if you don't need to set any other properties. If you don't, the endpoint will throw an error.
+
+## Pre-fill Fields On Document Creation
+
+The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
+
+To pre-fill a field, you need to make a `POST` request to the `/api/v1/templates/{templateId}/generate-document` endpoint with the field information. Here's an example:
+
+```json
+{
+  "title": "my-document.pdf",
+  "recipients": [
+    {
+      "id": 3,
+      "name": "Example User",
+      "email": "example@documenso.com",
+      "signingOrder": 1,
+      "role": "SIGNER"
+    }
+  ],
+  "prefillFields": [
+    {
+      "id": 21,
+      "type": "text",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "my-value"
+    },
+    {
+      "id": 22,
+      "type": "number",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "123"
+    },
+    {
+      "id": 23,
+      "type": "checkbox",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": ["option-1", "option-2"]
+    }
+  ]
+}
+```
+
+Check out the endpoint in the [API V1 documentation](https://app.documenso.com/api/v1/openapi#:~:text=/%7BtemplateId%7D/-,generate,-%2Ddocument).
+
+### API V2
+
+For API V2, you need to make a `POST` request to the `/api/v2-beta/template/use` endpoint with the field(s) information. Here's an example:
+
+```json
+{
+  "templateId": 111,
+  "recipients": [
+    {
+      "id": 3,
+      "name": "Example User",
+      "email": "example@documenso.com",
+      "signingOrder": 1,
+      "role": "SIGNER"
+    }
+  ],
+  "prefillFields": [
+    {
+      "id": 21,
+      "type": "text",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "my-value"
+    },
+    {
+      "id": 22,
+      "type": "number",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": "123"
+    },
+    {
+      "id": 23,
+      "type": "checkbox",
+      "label": "my-label",
+      "placeholder": "my-placeholder",
+      "value": ["option-1", "option-2"]
+    }
+  ]
+}
+```
+
+Check out the endpoint in the [API V2 documentation](https://openapi.documenso.com/reference#tag/template/POST/template/use).

apps/documentation/pages/developers/self-hosting/how-to.mdx

@@ -5,7 +5,7 @@ description: Learn how to self-host Documenso on your server or cloud infrastruc
 
 import { Callout, Steps } from 'nextra/components';
 
-import { CallToAction } from '@documenso/ui/components/call-to-action';
+import { CallToAction } from '../../../components/call-to-action';
 
 # Self Hosting
 
@@ -35,10 +35,8 @@ cp .env.example .env
 Open the `.env` file and fill in the following variables:
 
 ```bash
-- NEXTAUTH_URL
 - NEXTAUTH_SECRET
 - NEXT_PUBLIC_WEBAPP_URL
-- NEXT_PUBLIC_MARKETING_URL
 - NEXT_PRIVATE_DATABASE_URL
 - NEXT_PRIVATE_DIRECT_DATABASE_URL
 - NEXT_PRIVATE_SMTP_FROM_NAME
@@ -46,8 +44,8 @@ Open the `.env` file and fill in the following variables:
 ```
 
 <Callout type="info">
-  If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for both
-  the `NEXTAUTH_URL` and `NEXT_PUBLIC_WEBAPP_URL` variables!
+  If you use a reverse proxy in front of Documenso, don't forget to provide the public URL for the
+  `NEXT_PUBLIC_WEBAPP_URL` variable!
 </Callout>
 
 ### Install the Dependencies
@@ -56,7 +54,7 @@ Install the project dependencies as follows:
 
 ```bash
 npm i
-npm run build:web
+npm run build
 npm run prisma:migrate-deploy
 ```
 
@@ -71,7 +69,7 @@ npm run start
 This will start the server on `localhost:3000`. Any reverse proxy can handle the front end and SSL termination.
 
 <Callout type="info">
- If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
+ If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
 </Callout>
 
 </Steps>
@@ -121,19 +119,92 @@ NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
 NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
 ```
 
-### Update the Volume Binding
+### Set Up Your Signing Certificate
 
-The `cert.p12` file is required to sign and encrypt documents, so you must provide your key file. Update the volume binding in the `compose.yml` file to point to your key file:
+<Callout type="warning">
+  This is the most common source of issues for self-hosters. Please follow these steps carefully.
+</Callout>
 
-```yaml
-volumes:
-  - /path/to/your/keyfile.p12:/opt/documenso/cert.p12
-```
+The `cert.p12` file is required to sign and encrypt documents. You have three options:
 
-After updating the volume binding, save the `compose.yml` file and run the following command to start the containers:
+#### Option A: Generate Certificate Inside Container (Recommended)
+
+This method avoids file permission issues by creating the certificate directly inside the Docker container:
+
+1. Start your containers:
+
+   ```bash
+   docker-compose up -d
+   ```
+
+2. Set certificate password securely and generate certificate inside the container:
+
+   ```bash
+   # Set certificate password securely (won't appear in command history)
+   read -s -p "Enter certificate password: " CERT_PASS
+   echo
+
+   # Generate certificate inside container using environment variable
+   docker exec -e CERT_PASS="$CERT_PASS" -it documenso-production-documenso-1 bash -c "
+     openssl req -x509 -nodes -days 365 -newkey rsa:2048 \
+       -keyout /tmp/private.key \
+       -out /tmp/certificate.crt \
+       -subj '/C=US/ST=State/L=City/O=Organization/CN=localhost' && \
+     openssl pkcs12 -export -out /app/certs/cert.p12 \
+       -inkey /tmp/private.key -in /tmp/certificate.crt \
+       -passout env:CERT_PASS && \
+     rm /tmp/private.key /tmp/certificate.crt
+   "
+   ```
+
+3. Add the certificate passphrase to your `.env` file:
+
+   ```bash
+   NEXT_PRIVATE_SIGNING_PASSPHRASE="your_password_here"
+   ```
+
+4. Restart the container to apply changes:
+   ```bash
+   docker-compose restart documenso
+   ```
+
+#### Option B: Use an Existing Certificate File
+
+If you have an existing `.p12` certificate file:
+
+1. **Place your certificate file** in an accessible location on your host system
+2. **Set proper permissions:**
+
+   ```bash
+   # Make sure the certificate is readable
+   chmod 644 /path/to/your/cert.p12
+
+   # For Docker, ensure proper ownership
+   chown 1001:1001 /path/to/your/cert.p12
+   ```
+
+3. **Update the volume binding** in the `compose.yml` file:
+
+   ```yaml
+   volumes:
+     - /path/to/your/cert.p12:/opt/documenso/cert.p12:ro
+   ```
+
+4. **Add certificate configuration** to your `.env` file:
+   ```bash
+   NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=/opt/documenso/cert.p12
+   NEXT_PRIVATE_SIGNING_PASSPHRASE=your_certificate_password
+   ```
+
+<Callout type="warning">
+  Your certificate MUST have a password. Certificates without passwords will cause "Failed to get
+  private key bags" errors.
+</Callout>
+
+After setting up your certificate, save the `compose.yml` file and run the following command to start the containers:
 
 ```bash
-docker-compose --env-file ./.env -d up
+docker-compose --env-file ./.env up -d
 ```
 
 The command will start the PostgreSQL database and the Documenso application containers.
@@ -171,7 +242,6 @@ Run the Docker container with the required environment variables:
 ```bash
 docker run -d \
  -p 3000:3000 \
- -e NEXTAUTH_URL="<your-nextauth-url>"
  -e NEXTAUTH_SECRET="<your-nextauth-secret>"
  -e NEXT_PRIVATE_ENCRYPTION_KEY="<your-next-private-encryption-key>"
  -e NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-next-private-encryption-secondary-key>"
@@ -200,7 +270,6 @@ The environment variables listed above are a subset of those available for confi
 | Variable                                     | Description                                                                                         |
 | -------------------------------------------- | --------------------------------------------------------------------------------------------------- |
 | `PORT`                                       | The port on which the Documenso application runs. It defaults to `3000`.                            |
-| `NEXTAUTH_URL`                               | The URL for the NextAuth.js authentication service.                                                 |
 | `NEXTAUTH_SECRET`                            | The secret key used by NextAuth.js for encryption and signing.                                      |
 | `NEXT_PRIVATE_ENCRYPTION_KEY`                | The primary encryption key for symmetric encryption and decryption (at least 32 characters).        |
 | `NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY`      | The secondary encryption key for symmetric encryption and decryption (at least 32 characters).      |
@@ -253,7 +322,7 @@ After=network.target
 Environment=PATH=/path/to/your/node/binaries
 Type=simple
 User=www-data
-WorkingDirectory=/var/www/documenso/apps/web
+WorkingDirectory=/var/www/documenso/apps/remix
 ExecStart=/usr/bin/next start -p 3500
 TimeoutSec=15
 Restart=always

apps/documentation/pages/developers/self-hosting/index.mdx

@@ -3,7 +3,7 @@ title: Getting Started with Self-Hosting
 description: A step-by-step guide to setting up and hosting your own Documenso instance.
 ---
 
-import { CallToAction } from '@documenso/ui/components/call-to-action';
+import { CallToAction } from '../../../components/call-to-action';
 
 # Getting Started with Self-Hosting
 

apps/documentation/pages/developers/webhooks.mdx

@@ -20,6 +20,8 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 - `document.opened`
 - `document.signed`
 - `document.completed`
+- `document.rejected`
+- `document.cancelled`
 
 ## Create a webhook subscription
 
@@ -36,7 +38,7 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
 To create a new webhook subscription, you need to provide the following information:
 
 - Enter the webhook URL that will receive the event payload.
-- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`.
+- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
 - Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
 
 ![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
@@ -53,45 +55,55 @@ You can edit or delete your webhook subscriptions by clicking the "**Edit**" or
 
 The payload sent to the webhook URL contains the following fields:
 
-| Field                                        | Type      | Description                                          |
-| -------------------------------------------- | --------- | ---------------------------------------------------- |
-| `event`                                      | string    | The type of event that triggered the webhook.        |
-| `payload.id`                                 | number    | The id of the document.                              |
-| `payload.userId`                             | number    | The id of the user who owns the document.            |
-| `payload.authOptions`                        | json?     | Authentication options for the document.             |
-| `payload.formValues`                         | json?     | Form values for the document.                        |
-| `payload.title`                              | string    | The name of the document.                            |
-| `payload.status`                             | string    | The current status of the document.                  |
-| `payload.documentDataId`                     | string    | The identifier for the document data.                |
-| `payload.createdAt`                          | datetime  | The creation date and time of the document.          |
-| `payload.updatedAt`                          | datetime  | The last update date and time of the document.       |
-| `payload.completedAt`                        | datetime? | The completion date and time of the document.        |
-| `payload.deletedAt`                          | datetime? | The deletion date and time of the document.          |
-| `payload.teamId`                             | number?   | The id of the team.                                  |
-| `payload.documentData.id`                    | string    | The id of the document data.                         |
-| `payload.documentData.type`                  | string    | The type of the document data.                       |
-| `payload.documentData.data`                  | string    | The data of the document.                            |
-| `payload.documentData.initialData`           | string    | The initial data of the document.                    |
-| `payload.Recipient[].id`                     | number    | The id of the recipient.                             |
-| `payload.Recipient[].documentId`             | number?   | The id the document associated with the recipient.   |
-| `payload.Recipient[].templateId`             | number?   | The template identifier for the recipient.           |
-| `payload.Recipient[].email`                  | string    | The email address of the recipient.                  |
-| `payload.Recipient[].name`                   | string    | The name of the recipient.                           |
-| `payload.Recipient[].token`                  | string    | The token associated with the recipient.             |
-| `payload.Recipient[].expired`                | datetime? | The expiration status of the recipient.              |
-| `payload.Recipient[].signedAt`               | datetime? | The date and time the recipient signed the document. |
-| `payload.Recipient[].authOptions.accessAuth` | json?     | Access authentication options.                       |
-| `payload.Recipient[].authOptions.actionAuth` | json?     | Action authentication options.                       |
-| `payload.Recipient[].role`                   | string    | The role of the recipient.                           |
-| `payload.Recipient[].readStatus`             | string    | The read status of the document by the recipient.    |
-| `payload.Recipient[].signingStatus`          | string    | The signing status of the recipient.                 |
-| `payload.Recipient[].sendStatus`             | string    | The send status of the document to the recipient.    |
-| `createdAt`                                  | datetime  | The creation date and time of the webhook event.     |
-| `webhookEndpoint`                            | string    | The endpoint URL where the webhook is sent.          |
-
-## Webhook event payload example
-
-When an event that you have subscribed to occurs, Documenso will send a POST request to the specified webhook URL with a payload containing information about the event.
+| Field                                        | Type      | Description                                           |
+| -------------------------------------------- | --------- | ----------------------------------------------------- |
+| `event`                                      | string    | The type of event that triggered the webhook.         |
+| `payload.id`                                 | number    | The id of the document.                               |
+| `payload.externalId`                         | string?   | External identifier for the document.                 |
+| `payload.userId`                             | number    | The id of the user who owns the document.             |
+| `payload.authOptions`                        | json?     | Authentication options for the document.              |
+| `payload.formValues`                         | json?     | Form values for the document.                         |
+| `payload.visibility`                         | string    | Document visibility (e.g., EVERYONE).                 |
+| `payload.title`                              | string    | The title of the document.                            |
+| `payload.status`                             | string    | The current status of the document.                   |
+| `payload.documentDataId`                     | string    | The identifier for the document data.                 |
+| `payload.createdAt`                          | datetime  | The creation date and time of the document.           |
+| `payload.updatedAt`                          | datetime  | The last update date and time of the document.        |
+| `payload.completedAt`                        | datetime? | The completion date and time of the document.         |
+| `payload.deletedAt`                          | datetime? | The deletion date and time of the document.           |
+| `payload.teamId`                             | number?   | The id of the team if document belongs to a team.     |
+| `payload.templateId`                         | number?   | The id of the template if created from template.      |
+| `payload.source`                             | string    | The source of the document (e.g., DOCUMENT, TEMPLATE) |
+| `payload.documentMeta.id`                    | string    | The id of the document metadata.                      |
+| `payload.documentMeta.subject`               | string?   | The subject of the document.                          |
+| `payload.documentMeta.message`               | string?   | The message associated with the document.             |
+| `payload.documentMeta.timezone`              | string    | The timezone setting for the document.                |
+| `payload.documentMeta.password`              | string?   | The password protection if set.                       |
+| `payload.documentMeta.dateFormat`            | string    | The date format used in the document.                 |
+| `payload.documentMeta.redirectUrl`           | string?   | The URL to redirect after signing.                    |
+| `payload.documentMeta.signingOrder`          | string    | The signing order (e.g., PARALLEL, SEQUENTIAL).       |
+| `payload.documentMeta.typedSignatureEnabled` | boolean   | Whether typed signatures are enabled.                 |
+| `payload.documentMeta.language`              | string    | The language of the document.                         |
+| `payload.documentMeta.distributionMethod`    | string    | The method of distributing the document.              |
+| `payload.documentMeta.emailSettings`         | json?     | Email notification settings.                          |
+| `payload.Recipient[].id`                     | number    | The id of the recipient.                              |
+| `payload.Recipient[].documentId`             | number?   | The id of the document for this recipient.            |
+| `payload.Recipient[].templateId`             | number?   | The template id if from a template.                   |
+| `payload.Recipient[].email`                  | string    | The email address of the recipient.                   |
+| `payload.Recipient[].name`                   | string    | The name of the recipient.                            |
+| `payload.Recipient[].token`                  | string    | The unique token for this recipient.                  |
+| `payload.Recipient[].documentDeletedAt`      | datetime? | When the document was deleted for this recipient.     |
+| `payload.Recipient[].expired`                | datetime? | When the recipient's access expired.                  |
+| `payload.Recipient[].signedAt`               | datetime? | When the recipient signed the document.               |
+| `payload.Recipient[].authOptions`            | json?     | Authentication options for this recipient.            |
+| `payload.Recipient[].signingOrder`           | number?   | The order in which this recipient should sign.        |
+| `payload.Recipient[].rejectionReason`        | string?   | The reason if the recipient rejected the document.    |
+| `payload.Recipient[].role`                   | string    | The role of the recipient (e.g., SIGNER, VIEWER).     |
+| `payload.Recipient[].readStatus`             | string    | Whether the recipient has read the document.          |
+| `payload.Recipient[].signingStatus`          | string    | The signing status of this recipient.                 |
+| `payload.Recipient[].sendStatus`             | string    | The sending status for this recipient.                |
+| `createdAt`                                  | datetime  | The creation date and time of the webhook event.      |
+| `webhookEndpoint`                            | string    | The endpoint URL where the webhook is sent.           |
 
 ## Example payloads
 
@@ -104,9 +116,11 @@ Example payload for the `document.created` event:
   "event": "DOCUMENT_CREATED",
   "payload": {
     "id": 10,
+    "externalId": null,
     "userId": 1,
     "authOptions": null,
     "formValues": null,
+    "visibility": "EVERYONE",
     "title": "documenso.pdf",
     "status": "DRAFT",
     "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
@@ -114,7 +128,43 @@ Example payload for the `document.created` event:
     "updatedAt": "2024-04-22T11:44:43.341Z",
     "completedAt": null,
     "deletedAt": null,
-    "teamId": null
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 52,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "John Doe",
+        "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "NOT_SENT"
+      }
+    ]
   },
   "createdAt": "2024-04-22T11:44:44.779Z",
   "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
@@ -128,9 +178,11 @@ Example payload for the `document.sent` event:
   "event": "DOCUMENT_SENT",
   "payload": {
     "id": 10,
+    "externalId": null,
     "userId": 1,
     "authOptions": null,
     "formValues": null,
+    "visibility": "EVERYONE",
     "title": "documenso.pdf",
     "status": "PENDING",
     "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
@@ -139,6 +191,22 @@ Example payload for the `document.sent` event:
     "completedAt": null,
     "deletedAt": null,
     "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
     "Recipient": [
       {
         "id": 52,
@@ -147,12 +215,12 @@ Example payload for the `document.sent` event:
         "email": "signer2@documenso.com",
         "name": "Signer 2",
         "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
         "expired": null,
         "signedAt": null,
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
         "role": "VIEWER",
         "readStatus": "NOT_OPENED",
         "signingStatus": "NOT_SIGNED",
@@ -165,12 +233,12 @@ Example payload for the `document.sent` event:
         "email": "signer1@documenso.com",
         "name": "Signer 1",
         "token": "HkrptwS42ZBXdRKj1TyUo",
+        "documentDeletedAt": null,
         "expired": null,
         "signedAt": null,
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
+        "authOptions": null,
+        "signingOrder": 2,
+        "rejectionReason": null,
         "role": "SIGNER",
         "readStatus": "NOT_OPENED",
         "signingStatus": "NOT_SIGNED",
@@ -190,9 +258,11 @@ Example payload for the `document.opened` event:
   "event": "DOCUMENT_OPENED",
   "payload": {
     "id": 10,
+    "externalId": null,
     "userId": 1,
     "authOptions": null,
     "formValues": null,
+    "visibility": "EVERYONE",
     "title": "documenso.pdf",
     "status": "PENDING",
     "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
@@ -201,6 +271,22 @@ Example payload for the `document.opened` event:
     "completedAt": null,
     "deletedAt": null,
     "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
     "Recipient": [
       {
         "id": 52,
@@ -209,24 +295,18 @@ Example payload for the `document.opened` event:
         "email": "signer2@documenso.com",
         "name": "Signer 2",
         "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
         "expired": null,
         "signedAt": null,
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
         "role": "VIEWER",
         "readStatus": "OPENED",
         "signingStatus": "NOT_SIGNED",
         "sendStatus": "SENT"
       }
-    ],
-    "documentData": {
-      "id": "hs8qz1ktr9204jn7mg6c5dxy0",
-      "type": "S3_PATH",
-      "data": "9753/xzqrshtlpokm/documenso.pdf",
-      "initialData": "9753/xzqrshtlpokm/documenso.pdf"
-    }
+    ]
   },
   "createdAt": "2024-04-22T11:50:26.174Z",
   "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
@@ -240,9 +320,11 @@ Example payload for the `document.signed` event:
   "event": "DOCUMENT_SIGNED",
   "payload": {
     "id": 10,
+    "externalId": null,
     "userId": 1,
     "authOptions": null,
     "formValues": null,
+    "visibility": "EVERYONE",
     "title": "documenso.pdf",
     "status": "COMPLETED",
     "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
@@ -251,6 +333,22 @@ Example payload for the `document.signed` event:
     "completedAt": "2024-04-22T11:52:05.707Z",
     "deletedAt": null,
     "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
     "Recipient": [
       {
         "id": 51,
@@ -259,12 +357,15 @@ Example payload for the `document.signed` event:
         "email": "signer1@documenso.com",
         "name": "Signer 1",
         "token": "HkrptwS42ZBXdRKj1TyUo",
+        "documentDeletedAt": null,
         "expired": null,
         "signedAt": "2024-04-22T11:52:05.688Z",
         "authOptions": {
           "accessAuth": null,
           "actionAuth": null
         },
+        "signingOrder": 1,
+        "rejectionReason": null,
         "role": "SIGNER",
         "readStatus": "OPENED",
         "signingStatus": "SIGNED",
@@ -284,9 +385,11 @@ Example payload for the `document.completed` event:
   "event": "DOCUMENT_COMPLETED",
   "payload": {
     "id": 10,
+    "externalId": null,
     "userId": 1,
     "authOptions": null,
     "formValues": null,
+    "visibility": "EVERYONE",
     "title": "documenso.pdf",
     "status": "COMPLETED",
     "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
@@ -295,11 +398,21 @@ Example payload for the `document.completed` event:
     "completedAt": "2024-04-22T11:52:05.707Z",
     "deletedAt": null,
     "teamId": null,
-    "documentData": {
-      "id": "hs8qz1ktr9204jn7mg6c5dxy0",
-      "type": "S3_PATH",
-      "data": "bk9p1h7x0s3m/documenso-signed.pdf",
-      "initialData": "9753/xzqrshtlpokm/documenso.pdf"
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
     },
     "Recipient": [
       {
@@ -309,12 +422,15 @@ Example payload for the `document.completed` event:
         "email": "signer2@documenso.com",
         "name": "Signer 2",
         "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
         "expired": null,
         "signedAt": "2024-04-22T11:51:10.055Z",
         "authOptions": {
           "accessAuth": null,
           "actionAuth": null
         },
+        "signingOrder": 1,
+        "rejectionReason": null,
         "role": "VIEWER",
         "readStatus": "OPENED",
         "signingStatus": "SIGNED",
@@ -327,12 +443,15 @@ Example payload for the `document.completed` event:
         "email": "signer1@documenso.com",
         "name": "Signer 1",
         "token": "HkrptwS42ZBXdRKj1TyUo",
+        "documentDeletedAt": null,
         "expired": null,
         "signedAt": "2024-04-22T11:52:05.688Z",
         "authOptions": {
           "accessAuth": null,
           "actionAuth": null
         },
+        "signingOrder": 2,
+        "rejectionReason": null,
         "role": "SIGNER",
         "readStatus": "OPENED",
         "signingStatus": "SIGNED",
@@ -345,6 +464,173 @@ Example payload for the `document.completed` event:
 }
 ```
 
+Example payload for the `document.rejected` event:
+
+```json
+{
+  "event": "DOCUMENT_REJECTED",
+  "payload": {
+    "id": 10,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:48:07.569Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 52,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": "2024-04-22T11:48:07.569Z",
+        "authOptions": {
+          "accessAuth": null,
+          "actionAuth": null
+        },
+        "signingOrder": 1,
+        "rejectionReason": "I do not agree with the terms",
+        "role": "SIGNER",
+        "readStatus": "OPENED",
+        "signingStatus": "REJECTED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:48:07.945Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `document.rejected` event:
+
+```json
+{
+  "event": "DOCUMENT_CANCELLED",
+  "payload": {
+    "id": 7,
+    "externalId": null,
+    "userId": 3,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "cm6exvn93006hi02ru90a265a",
+    "createdAt": "2025-01-27T11:02:14.393Z",
+    "updatedAt": "2025-01-27T11:03:16.387Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "cm6exvn96006ji02rqvzjvwoy",
+      "subject": "",
+      "message": "",
+      "timezone": "Etc/UTC",
+      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
+      "redirectUrl": "",
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": {
+        "documentDeleted": true,
+        "documentPending": true,
+        "recipientSigned": true,
+        "recipientRemoved": true,
+        "documentCompleted": true,
+        "ownerDocumentCompleted": true,
+        "recipientSigningRequest": true
+      }
+    },
+    "recipients": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "mybirihix@mailinator.com",
+        "name": "Zorita Baird",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ],
+    "Recipient": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2025-01-27T11:03:27.730Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+## Webhook Events Testing
+
+You can trigger test webhook events to test the webhook functionality. To trigger a test webhook, navigate to the [Webhooks page](/developers/webhooks) and click on the "Test Webhook" button.
+
+![Documenso's Webhooks Page](/webhook-images/test-webhooks-page.webp)
+
+This opens a dialog where you can select the event type to test.
+
+![Documenso's individual webhook page](/webhook-images/test-webhook-dialog.webp)
+
+Choose the appropriate event and click "Send Test Webhook." You’ll shortly receive a test payload from Documenso with sample data.
+
 ## Availability
 
 Webhooks are available to individual users and teams.

apps/documentation/pages/users/_meta.json

@@ -6,11 +6,13 @@
     "title": "How To Use"
   },
   "get-started": "Get Started",
-  "profile": "User Profile",
-  "signing-documents": "Signing Documents",
+  "profile": "Public Profile",
+  "organisations": "Organisations",
+  "documents": "Documents",
   "templates": "Templates",
+  "branding": "Branding",
+  "email-domains": "Email Domains",
   "direct-links": "Direct Signing Links",
-  "document-visibility": "Document Visibility",
   "-- Legal Overview": {
     "type": "separator",
     "title": "Legal Overview"
@@ -18,4 +20,4 @@
   "fair-use": "Fair Use Policy",
   "licenses": "Licenses",
   "compliance": "Compliance"
-}
+}

apps/documentation/pages/users/branding.mdx

@@ -0,0 +1,28 @@
+---
+title: Branding Preferences
+description: Learn how to set the branding preferences for your team account.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Branding Preferences
+
+Branding preferences allow you to set the default settings when emailing documents to your recipients.
+
+## Preferences
+
+Branding preferences can be set on either the organisation or team level.
+
+By default, teams inherit the preferences from the organisation. You can override these preferences on the team level at any time.
+
+To access the preferences, navigate to either the organisation or teams settings page and click the **Branding** tab under the **Preferences** section.
+
+![A screenshot of the organisation's document preferences page](/organisations/organisation-branding.webp)
+
+On this page, you can:
+
+- **Upload a Logo** - Upload your team's logo to be displayed instead of the default Documenso logo.
+- **Set the Brand Website** - Enter the URL of your team's website to be displayed in the email communications sent by the team.
+- **Add Additional Brand Details** - You can add additional information to display at the bottom of the emails sent by the team. This can include contact information, social media links, and other relevant details.

apps/documentation/pages/users/compliance/standards-and-regulations.mdx

@@ -19,13 +19,13 @@ device, and other FDA-regulated industries.
 - [x] User Access Management
 - [x] Quality Assurance Documentation
 
-## SOC/ SOC II
+## SOC 2
 
-<Callout type="warning" emoji="⏳">
-  Status: [Planned](https://github.com/documenso/backlog/issues/24)
+<Callout type="info" emoji="✅">
+  Status: [Compliant](https://documen.so/trust)
 </Callout>
 
-SOC II is a framework for managing and auditing the security, availability, processing integrity, confidentiality,
+SOC 2 is a framework for managing and auditing the security, availability, processing integrity, confidentiality,
 and data privacy in cloud and IT service organizations, established by the American Institute of Certified
 Public Accountants (AICPA).
 
@@ -34,9 +34,9 @@ Public Accountants (AICPA).
 <Callout type="warning" emoji="⏳">
   Status: [Planned](https://github.com/documenso/backlog/issues/26)
 </Callout>
-ISO 27001 is an international standard for managing information security, specifying requirements for
-establishing, implementing, maintaining, and continually improving an information security management
-system (ISMS).
+ISO 27001 is an international standard for managing information security, specifying requirements
+for establishing, implementing, maintaining, and continually improving an information security
+management system (ISMS).
 
 ### HIPAA
 

apps/documentation/pages/users/document-visibility.mdx

@@ -1,18 +0,0 @@
----
-title: Document Visibility
-description: Learn how to control the visibility of your team documents.
----
-
-# Team's Document Visibility
-
-By default, all documents created in a team are visible to all team members. However, you can control the visibility of your documents by changing the document's visibility settings.
-
-To set the visibility of a document, click on the **Document visibility** dropdown in the document's settings panel.
-
-![A screenshot of the Documenso's document editor page where you can update the document visibility](/document-visibility-settings.webp)
-
-The document visibility can be set to one of the following options:
-
-- **Everyone** - The document is visible to all team members.
-- **Managers and above** - The document is visible to people with the role of Manager or above.
-- **Admin only** - The document is only visible to the team's admins.

apps/documentation/pages/users/documents/_meta.json

@@ -0,0 +1,7 @@
+{
+  "sending-documents": "Sending Documents",
+  "document-preferences": "Document Preferences",
+  "document-visibility": "Document Visibility",
+  "fields": "Document Fields",
+  "email-preferences": "Email Preferences"
+}

apps/documentation/pages/users/documents/document-preferences.mdx

@@ -0,0 +1,44 @@
+---
+title: Preferences
+description: Learn how to manage your team's global preferences.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Document Preferences
+
+Document preferences allow you to set the default settings when creating new documents and templates.
+
+For example, you can set the default language for documents sent by the team, or set the allowed signatures types.
+
+## Preferences
+
+Document preferences can be set on either the organisation or team level.
+
+By default, teams inherit the preferences from the organisation. You can override these preferences on the team level at any time.
+
+To access the preferences, navigate to either the organisation or teams settings page and click the **Document** tab under the **Preferences** section.
+
+![A screenshot of the organisation's document preferences page](/organisations/organisation-document-preferences.webp)
+
+- **Document Visibility** - Set the default visibility of the documents created by team members. Learn more about [document visibility](/users/documents/document-visibility).
+- **Default Document Language** - This setting allows you to set the default language for the documents uploaded in the organisation. The default language is used as the default language in the email communications with the document recipients.
+- **Default Time Zone** - The timezone to use for date fields and signing the document.
+- **Default Date Format** - The date format to use for date fields and signing the document.
+- **Signature Settings** - Controls what signatures are allowed to be used when signing the documents.
+- **Sender Details** - Set whether the sender's name should be included in the emails sent by the team. See more below [sender details](/users/documents/document-preferences#sender-details).
+- **Include the Signing Certificate** - This setting controls whether the signing certificate should be included in the signed documents. If enabled, the signing certificate is included in the signed documents. If disabled, the signing certificate is not included in the signed documents. Regardless of this setting, the signing certificate is always available in the document's audit log page.
+
+Document visibility, language and signature settings can be overriden on a per document basis.
+
+### Sender Details
+
+If the **Sender Details** setting is enabled, the emails sent by the team will include the sender's name. The email will say:
+
+> "Example User" on behalf of "Example Team" has invited you to sign "document.pdf"
+
+If the **Sender Details** setting is disabled, the emails sent by the team will not include the sender's name. The email will say:
+
+> "Example Team" has invited you to sign "document.pdf"

apps/documentation/pages/users/documents/document-visibility.mdx

@@ -0,0 +1,53 @@
+---
+title: Document Visibility
+description: Learn how to control the visibility of your team documents.
+---
+
+import { Callout } from 'nextra/components';
+
+# Document Visibility
+
+The default document visibility option allows you to control who can view and access the documents uploaded within a team.
+
+This value can either be set in the [document preferences](/users/documents/document-preferences), or when you [create the document](/users/documents/send-document)
+
+## Document Visibility Options
+
+The document visibility can be set to one of the following options:
+
+- **Everyone** - The document is visible to all team members.
+- **Managers and above** - The document is visible to team members with the role of _Manager or above_ and _Admin_.
+- **Admin only** - The document is only visible to the team's admins.
+
+The default document visibility is set to "_EVERYONE_" by default. You can change this setting by going to the [document preferences page](/users/documents/document-preferences) and selecting a different visibility option.
+
+![Document visibility preference](/organisations/organisation-document-visibility.webp)
+
+## How it works
+
+- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Everyone_", the document's visibility is set to "_EVERYONE_".
+  - The user can't change the visibility of the document in the document editor.
+- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Admin_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Admin_" or "_Managers and above_" in this case).
+  - The user can't change the visibility of the document in the document editor.
+- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Everyone_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Everyone_" or "_Managers and above_" in this case).
+  - The user can change the visibility of the document to any of these options, except "_Admin_", in the document editor.
+- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Admin_", the document's visibility is set to "_Admin_".
+  - The user can't change the visibility of the document in the document editor.
+- If a user with the "_Admin_" role creates a document, and the default document visibility is set to "_Everyone_", "_Managers and above_", or "_Admin_", the document's visibility is set to the default document visibility.
+  - The user can change the visibility of the document to any of these options in the document editor.
+
+You can change the visibility of a document at any time by editing the document and selecting a different visibility option.
+
+![A screenshot of the Documenso's document editor page where you can update the document visibility](/teams/document-visibility-settings.webp)
+
+<Callout type="warning">
+  Updating the default document visibility in the team's general preferences will not affect the
+  visibility of existing documents. You will need to update the visibility of each document
+  individually.
+</Callout>
+
+## A Note on Document Access
+
+The `document owner` (the user who created the document) always has access to the document, regardless of the document's visibility settings. This means that even if a document is set to "Admins only", the document owner can still view and edit the document.
+
+The `recipient` (the user who receives the document for signature, approval, etc.) also has access to the document, regardless of the document's visibility settings. This means that even if a document is set to "Admins only", the recipient can still view and sign the document.

apps/documentation/pages/users/documents/email-preferences.mdx

@@ -0,0 +1,26 @@
+---
+title: Email Preferences
+description: Learn how to set the email preferences for your team account.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Email Preferences
+
+Email preferences allow you to set the default settings when emailing documents to your recipients.
+
+## Preferences
+
+Email preferences can be set on either the organisation or team level.
+
+By default, teams inherit the preferences from the organisation. You can override these preferences on the team level at any time.
+
+To access the preferences, navigate to either the organisation or teams settings page and click the **Email** tab under the **Preferences** section.
+
+![A screenshot of the organisation's email preferences page](/organisations/organisation-email-preferences.webp)
+
+- **Default Email** - Use a custom email address when sending documents to your recipients. See [email domains](/users/email-domains) for more information.
+- **Reply To** - The email address that will be used in the "Reply To" field in emails
+- **Email Settings** - Which emails to send to recipients during document signing

apps/documentation/pages/users/documents/sending-documents.mdx

@@ -18,6 +18,11 @@ The guide assumes you have a Documenso account. If you don't, you can create a f
 
 Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Add a document" button. Select the document you want to upload and wait for the upload to complete.
 
+<Callout type="info">
+  The maximum file size for uploaded documents is 150MB in production. In staging, the limit is
+  50MB.
+</Callout>
+
 ![Documenso dashboard](/document-signing/documenso-documents-dashboard.webp)
 
 After the upload is complete, you will be redirected to the document's page. You can configure the document's settings and add recipients and fields here.
@@ -85,12 +90,13 @@ You can also set the recipient's role, which determines their actions and permis
 
 Documenso has 4 roles for recipients with different permissions and actions.
 
-|   Role   |                                    Function                                     | Action required | Signature |
-| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
-|  Signer  |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
-| Approver |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
-|  Viewer  |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
-|   BCC    | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
+|   Role    |                                    Function                                     | Action required | Signature |
+| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
+|  Signer   |                Needs to sign signatures fields assigned to them.                |       Yes       |    Yes    |
+| Approver  |          Needs to approve the document as a whole. Signature optional.          |       Yes       | Optional  |
+|  Viewer   |                   Needs to confirm they viewed the document.                    |       Yes       |    No     |
+| Assistant | Can help prepare the document by filling in fields on behalf of other signers.  |       Yes       |    No     |
+|    CC     | Receives a copy of the signed document after completion. No action is required. |       No        |    No     |
 
 ### Fields
 
@@ -114,7 +120,7 @@ All fields can be placed anywhere on the document and resized as needed.
 
 <Callout type="info">
   Learn more about the available field types and how to use them on the [Fields
-  page](signing-documents/fields).
+  page](/users/documents/fields).
 </Callout>
 
 #### Signature Required

apps/documentation/pages/users/email-domains.mdx

@@ -0,0 +1,111 @@
+import { Callout, Steps } from 'nextra/components';
+
+# Email Domains
+
+Email Domains allow you to send emails to recipients from your own domain instead of the default Documenso email address.
+
+<Callout type="info">
+  **Enterprise Only**: Email Domains is only available to Enterprise customers and custom plans
+</Callout>
+
+## Creating Email Domains
+
+Before setting up email domains, ensure you have:
+
+- An Enterprise subscription
+- Access to your domain's DNS settings
+- Access to your Documenso organisation as an admin or manager
+
+<Steps>
+
+### Access Email Domains Settings
+
+Navigate to your Organisation email domains settings page and click the "Add Email Domain" button.
+
+![Email Domains settings page](/email-domains/email-domains-settings-page.webp)
+
+### Configure DNS Records
+
+After adding your domain, Documenso will provide you with the following required DNS records that need to be configured on your domain:
+
+- **SPF Record**: Specifies which servers are authorized to send emails from your domain
+- **DKIM Record**: Provides email authentication and prevents tampering
+
+![DNS configuration instructions](/email-domains/email-domains-record.webp)
+
+<Callout type="info">
+  If you already have an SPF record configured, you will need to update it to include Amazon SES as
+  an authorized server instead of creating a new record.
+</Callout>
+
+Configure these records in your domain's DNS settings according to their specific instructions.
+
+### Verify Domain Configuration
+
+Once you've added the DNS records, return to the Documenso email domains settings page and click the "Verify" button.
+This will trigger a verification process which will check if the DNS records are properly configured. If successful, the domain will be marked as "Active".
+
+![Domain verification process](/email-domains/email-domain-sync.webp)
+
+<Callout type="info">
+  Please note that it may take up to 48 hours for the DNS records to propagate.
+</Callout>
+
+</Steps>
+
+## Creating Emails
+
+Once your email domain has been configured, you can create multiple email addresses which your members can use when sending documents to recipients.
+
+<Steps>
+
+### Select the Email Domain You Want to Use
+
+Navigate to the email domains settings page and click "Manage" on the domain you want to use.
+
+![Email Domains settings page](/email-domains/email-domains-manage.webp)
+
+### Add a New Email
+
+Click on the "Add Email" button to begin the setup process.
+
+![Create email](/email-domains/email-domains-manage-create-email.webp)
+
+### Use Email
+
+Once you have added an email, you can configure it to be the default email on either the:
+
+- Organisation email preferences page
+- Team email preferences page
+
+When a draft document is created, it will inherit the email configured on the team if set, otherwise it will inherit the email configured in the organisation.
+
+You can also configure the email address directly on the document to override the default email if required.
+
+</Steps>
+
+## Notes
+
+- If you change the default email, it will not retroactively update any existing documents with the old default email.
+- If the email domain becomes invalid, all emails using that domain will fail to send.
+
+## Troubleshooting
+
+### Common Issues
+
+**DNS Verification Fails**
+
+- Double-check all DNS record values
+- Ensure records are added to the correct domain
+- Wait for DNS propagation (up to 48 hours)
+
+**Emails Not Delivering**
+
+- Check domain reputation and blacklist status
+- Verify SPF, DKIM, and DMARC records
+- Review bounce and spam reports
+
+<Callout type="info">
+  For additional support with Email Domains configuration, contact our support team at
+  support@documenso.com.
+</Callout>

apps/documentation/pages/users/get-started/account-creation.mdx

@@ -10,7 +10,7 @@ import { Callout, Steps } from 'nextra/components';
 <Steps>
 ### Pick a Plan
 
-The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 3 plans available: Free, Individual, and Teams.
+The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 3 plans available: Free, Individual, Teams and Platform.
 
 Explore each plan's features and choose the one that best suits your needs. The [pricing page](https://documen.so/pricing) has more information about the plans.
 
@@ -28,6 +28,6 @@ You can claim a premium username by upgrading to a paid plan. After upgrading to
 
 ### Optional: Create a Team
 
-If you are working with others, you can create a team and invite your team members to collaborate on your documents. More information about teams is available in the [Teams section](/users/get-started/teams).
+If you are working with others, you can create a team and invite your team members to collaborate on your documents. More information about teams is available in the [Teams section](/users/organisations/teams).
 
 </Steps>

apps/documentation/pages/users/get-started/teams.mdx

@@ -1,99 +0,0 @@
----
-title: Teams
-description: Learn how to create and manage teams in Documenso.
----
-
-import Image from 'next/image';
-
-import { Callout, Steps } from 'nextra/components';
-
-# Teams
-
-Documenso allows you to create teams to collaborate with others on creating and signing documents.
-
-<Steps>
-
-### Create a New Team
-
-Anyone can create a team from their account by clicking on the "+" (plus) button in the "Teams" section from the account dropdown.
-
-![Documenso account dropdown menu](/get-started-images/add-team.webp)
-
-Each team is a separate entity with its members, documents, and templates. You can create as many teams as you like but remember that each team is billed separately.
-
-<Callout type="info">You can transfer the ownership of the team at any time.</Callout>
-
-### Name and URL
-
-Clicking the "+" button will open a modal where you must pick your team's name and URL. The URL is the team's identifier and will link to the team's page and settings. An example URL would be:
-
-```bash
-https://app.documenso.com/t/<your-team-name>
-```
-
-![Documenso create team modal](/get-started-images/add-team-2.webp)
-
-You can select a different name and URL for your team, but we recommend using the same or similar name.
-
-### Invite Team Members
-
-After creating the team, you can invite team members by navigating to the "Members" tab in the team settings and clicking the "Invite member" button.
-
-To access the team settings, click on the team's name in the account dropdown and select the appropriate team. Lastly, click again on the avatar and then "Team Settings".
-
-Or you can copy this URL:
-
-```bash
-https://app.documenso.com/t/<your-team-name>/settings/members
-```
-
-Once you click on the "Invite member" button, you will be prompted to enter the email address of the person you want to invite. You can also select the role of the person you are inviting.
-
-![Invite team members in Documenso dashboard](/get-started-images/add-team-members-documenso.webp)
-
-You can also bulk-invite members by uploading a CSV file with the email addresses and roles of the people you want to invite.
-
-The table below shows how the CSV file should be structured:
-
-| Email address              | Role    |
-| -------------------------- | ------- |
-| team-admin@documenso.com   | Admin   |
-| team-manager@documenso.com | Manager |
-| team-member@documenso.com  | Member  |
-
-<Callout type="info">
-  The basic team plan includes 5 members. You can invite as many members as you like by upgrading
-  your team's seats on the team's billing page.
-</Callout>
-
-#### Roles
-
-You can assign different permissions to team members based on their roles. The roles available are:
-
-|  Role   | Create, Edit, Send Documents | Manage Users | Manage Admins | Settings | Billing | Delete/ Transfer |
-| :-----: | :--------------------------: | :----------: | :-----------: | :------: | :-----: | :--------------: |
-| Member  |              ✅              |      ❌      |      ❌       |    ❌    |   ❌    |        ❌        |
-| Manager |              ✅              |      ✅      |      ❌       |    ✅    |   ✅    |        ❌        |
-|  Admin  |              ✅              |      ✅      |      ✅       |    ✅    |   ✅    |        ❌        |
-|  Owner  |              ✅              |      ✅      |      ✅       |    ✅    |   ✅    |        ✅        |
-
-### Set a Team Email
-
-You can add a team email to make signing and sending documents easier. Adding a team email allows you to:
-
-- See a signing request sent to this email (Team Inbox)
-- See all documents sent on behalf of the team
-
-### (Optional) Transfer Team Ownership
-
-You can transfer the team's ownership at any time. To do this, navigate to the "General" tab in the team settings and click the "Transfer team" button.
-
-Use this URL to get to the team settings:
-
-```bash
-https://app.documenso.com/t/<your-team-name>/settings
-```
-
-### [Send your First Document](https://app.documenso.com/)
-
-</Steps>

apps/documentation/pages/users/organisations/_meta.json

@@ -0,0 +1,8 @@
+{
+  "index": "Introduction",
+  "members": "Members",
+  "groups": "Groups",
+  "teams": "Teams",
+  "sso": "SSO",
+  "billing": "Billing"
+}

apps/documentation/pages/users/organisations/billing.mdx

@@ -0,0 +1,19 @@
+---
+title: Billing
+description: Learn how to manage your organisation's billing and subscription.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+### Billing and Subscription Management
+
+Organisations handle billing centrally, making it easier to manage:
+
+- **Unified Billing**: One subscription covers all teams in the organisation
+- **Seat Management**: Add or remove seats across all teams automatically (Teams plan)
+
+You can change plans, view invoices and manage your subscription from the billing page which is accessible from the organisation settings.
+
+![A screenshot of the organisation's billing page](/organisations/organisations-billing.webp)

apps/documentation/pages/users/organisations/groups.mdx

@@ -0,0 +1,75 @@
+---
+title: Preferences
+description: Learn how to manage your team's global preferences.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Organisation Groups
+
+Organisation groups are a powerful administrative tool that streamlines user management across your entire organisation. Instead of manually assigning individual users to multiple teams, groups allow you to manage access at scale.
+
+This automated approach ensures consistent permissions while reducing administrative overhead for tasks like onboarding employees or managing contractor access.
+
+## Understanding groups
+
+### Key Benefits
+
+- **Instant Access Management**: New hires get immediate, appropriate access across all relevant teams
+- **Bulk Operations**: Remove an entire group (like a departing contractor team) and all members lose access simultaneously
+- **Role Consistency**: Ensure the same role is applied consistently across teams—no more accidentally giving admin access when member access was intended
+- **Audit Trail**: Easily track which groups have access to which teams
+
+### Example use case: Legal Compliance Team
+
+Imagine you have a legal compliance team that needs access to review documents across all departments. Instead of manually adding each legal team member to every departmental team (Sales, Marketing, HR, Operations), you can:
+
+1. Create a "Legal Compliance" group with the "Member" Organisation Role
+2. Add legal team members to this group
+3. Assign the "Legal Compliance" group to the required teams
+
+Now, when Sarah from Legal joins the company, you can simply add her to the "Legal Compliance" group. Once added, she automatically gains access to all teams the "Legal Compliance" group is assigned to.
+
+When John from Legal leaves the company, you remove him from the group and his access is instantly revoked across all teams.
+
+## Getting started with groups
+
+Navigate to the "Groups" section in your organisation settings to create and manage groups.
+
+There are two types of roles when using groups:
+
+- **Organisation Role**: A global organisation role given to all members of the group
+- **Team Role**: A team role you select when assigning the group to a team
+
+You should generally have the "Organisation Role" set to "Organisation Member", otherwise these members would by default have access to all teams anyway due to the high organisation role.
+
+### Creating Custom Groups
+
+When creating a custom group, you can:
+
+1. **Name the Group**: Give it a descriptive name that reflects its purpose
+2. **Set Organisation Role**: Define the default **organisation role** for group members
+3. **Add Members**: Include organisation members in the group
+
+![Organisation group creation](/organisations/organisation-group-create.webp)
+
+### Manage Custom Groups
+
+By clicking the "Manage" button on a custom group, you can view all teams it is assigned to and modify the group's settings.
+
+![Organisation group management](/organisations/organisation-group-manage.webp)
+
+### Assigning a group to a team
+
+To assign a group to a team, you need to navigate to the team settings and click the "Groups" tab.
+
+![Organisation group assignment](/organisations/organisation-group-assignment.webp)
+
+From here, click the "Add groups" button to begin the process of assigning a group to a team. Once you have added the group you can see that the members have been automatically added to the team in the members tab.
+
+## What's next?
+
+- [Create Your First Team](/users/organisations/teams)
+- [Manage Default Settings](/users/documents/document-preferences)

apps/documentation/pages/users/organisations/index.mdx

@@ -0,0 +1,65 @@
+---
+title: Organisations
+description: Learn how to create and manage organisations in Documenso.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Organisations
+
+Organisations allow you to manage multiple teams and users under a single managed entity. This powerful feature enables enterprise-level collaboration and streamlined management across your entire organisation.
+
+## What are Organisations?
+
+Organisations are the top-level entity in Documenso's hierarchy structure:
+
+![Organisations diagram](/organisations/organisations-basic-diagram.webp)
+
+Each organisation can contain multiple teams, and each team can have multiple members. This structure provides:
+
+- **Centralized Management**: Control multiple teams from a single organisational dashboard
+- **Unified Billing**: Manage billing and subscriptions at the organisation level
+- **Access Control**: Define roles and groups across the entire organisation
+- **Group Management**: Create custom groups to organise members and control team access
+- **Global Settings**: Apply consistent settings across all teams in your organisation
+
+## Create a new organisation
+
+You can create multiple organisations, but each organisation will be billed separately.
+
+<Steps>
+
+### Creating Organisations
+
+To create a new organisation, navigate to the organisation section in your account settings and click the "Create Organisation" button.
+
+![Create organisation in Documenso dashboard](/organisations/organisations-create.webp)
+
+### Select your plan
+
+Choose from our range of plans for your new organisation. If you want to instead upgrade your current organisation, you can do so by going into your settings billing page and upgrade it there.
+
+### Name setup
+
+When creating an organisation, you'll need to provide:
+
+- **Organisation Name**: The display name for your organisation
+
+</Steps>
+
+Once your organisation is established, you can create teams to organise your work and collaborate effectively. Each team operates independently but inherits organisation-level settings and branding.
+
+## Best Practices for Organisation Management
+
+1. **Use groups effectively**: Leverage groups to simplify permission management
+2. **Set default settings**: Configure organisation-wide settings for consistency
+
+## What's next?
+
+- [Create Your First Team](/users/organisations/teams)
+- [Invite Organisation Members](/users/organisations/members)
+- [Create Organisation Groups](/users/organisations/groups)
+- [Manage Default Settings](/users/documents/document-preferences)
+- [Manage Default Branding](/users/branding)

apps/documentation/pages/users/organisations/members.mdx

@@ -0,0 +1,65 @@
+---
+title: Members
+description: Learn how to invite and manage your organisation's members.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Organisation Members
+
+Organisation members are the core users of your organisation. They are the ones who can access the team resources and collaborate with other members.
+
+## Organisation Roles
+
+You can assign different permissions to organisation members by using roles. The roles available are:
+
+|         Role         | Manage Settings/Teams/Members | Billing | Delete Organisation |
+| :------------------: | :---------------------------: | :-----: | ------------------- |
+|  Organisation Owner  |              ✅               |   ✅    | ✅                  |
+|  Organisation Admin  |              ✅               |   ✅    | ✅                  |
+| Organisation Manager |              ✅               |   ❌    | ❌                  |
+| Organisation Member  |              ❌               |   ❌    | ❌                  |
+
+<Callout type="info">
+  Organisation admins and managers will automatically have access to all teams as the "Team Admin"
+  role. When creating a team you can also decide whether to automatically allow normal members to
+  access it by default as well.
+</Callout>
+
+## Invite Organisation Members
+
+To invite organisation members, you need to be an organisation owner, admin or manager.
+
+1. Open the menu switcher top right
+2. Hover over your new organisation and click the settings icon
+3. Navigate to the "Members" tab
+4. Click "Invite Member"
+
+Once you click on the "Invite member" button, you will be prompted to enter the email address of the person you want to invite. You can also select the role of the person you are inviting.
+
+![Invite organisation members](/organisations/organisations-member-invite.webp)
+
+You can also bulk-invite members by uploading a CSV file with the email addresses and roles of the people you want to invite.
+
+The table below shows how the CSV file should be structured:
+
+| Email address             | Role    |
+| ------------------------- | ------- |
+| org-admin@documenso.com   | Admin   |
+| org-manager@documenso.com | Manager |
+| org-member@documenso.com  | Member  |
+
+<Callout type="info">
+  The basic team plan includes 5 organisation members. Going over the 5 members will charge your
+  organisation according to the seat plan pricing.
+</Callout>
+
+## Manage Organisation Members
+
+On the same page, you can change the organisation member's roles or remove them from the organisation.
+
+## What's next?
+
+- [Use groups to organise your members](/users/organisations/groups)

apps/documentation/pages/users/organisations/sso/_meta.json

@@ -0,0 +1,4 @@
+{
+  "index": "Configuration",
+  "microsoft-entra-id": "Microsoft Entra ID"
+}

apps/documentation/pages/users/organisations/sso/index.mdx

@@ -0,0 +1,149 @@
+---
+title: SSO Portal
+description: Learn how to set up a custom SSO login portal for your organisation.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Organisation SSO Portal
+
+The SSO Portal provides a dedicated login URL for your organisation that integrates with any OIDC compliant identity provider. This feature provides:
+
+- **Single Sign-On**: Access Documenso using your own authentication system
+- **Automatic onboarding**: New users will be automatically added to your organisation when they sign in through the portal
+- **Delegated account management**: Your organisation has full control over the users who sign in through the portal
+
+<Callout type="warning">
+  Anyone who signs in through your portal will be added to your organisation as a member.
+</Callout>
+
+## Getting Started
+
+To set up the SSO Portal, you need to be an organisation owner, admin, or manager.
+
+<Callout type="info">
+  **Enterprise Only**: This feature is only available to Enterprise customers.
+</Callout>
+
+<Steps>
+
+### Access Organisation SSO Settings
+
+![Organisation SSO Portal settings](/organisations/organisations-sso-settings.webp)
+
+### Configure SSO Portal
+
+See the [Microsoft Entra ID](/users/organisations/sso/microsoft-entra-id) guide to find the values for the following fields.
+
+#### Issuer URL
+
+Enter the OpenID discovery endpoint URL for your provider. Here are some common examples:
+
+- **Google Workspace**: `https://accounts.google.com/.well-known/openid-configuration`
+- **Microsoft Entra ID**: `https://login.microsoftonline.com/{tenant-id}/v2.0/.well-known/openid-configuration`
+- **Okta**: `https://{your-domain}.okta.com/.well-known/openid-configuration`
+- **Auth0**: `https://{your-domain}.auth0.com/.well-known/openid-configuration`
+
+#### Client Credentials
+
+Enter the client ID and client secret provided by your identity provider:
+
+- **Client ID**: The unique identifier for your application
+- **Client Secret**: The secret key for authenticating your application
+
+#### Default Organisation Role
+
+Select the default Organisation role that new users will receive when they first sign in through the portal.
+
+#### Allowed Email Domains
+
+Specify which email domains are allowed to sign in through your SSO portal. Separate domains with spaces:
+
+```
+your-domain.com another-domain.com
+```
+
+Leave this field empty to allow all domains.
+
+### Configure Your Identity Provider
+
+You'll need to configure your identity provider with the following information:
+
+- Redirect URI
+- Scopes
+
+These values are found at the top of the page.
+
+### Save Configuration
+
+Toggle the "Enable SSO portal" switch to activate the feature for your organisation.
+
+Click "Update" to save your SSO portal configuration. The portal will be activated once all required fields are completed.
+
+</Steps>
+
+## Testing Your SSO Portal
+
+Once configured, you can test your SSO portal by:
+
+1. Navigating to your portal URL found at the top of the organisation SSO portal settings page
+2. Sign in with a test account from your configured domain
+3. Verifying that the user is properly provisioned with the correct organisation role
+
+## Best Practices
+
+### Reduce Friction
+
+Create a custom subdomain for your organisation's SSO portal. For example, you can create a subdomain like `documenso.your-organisation.com` which redirects to the portal link.
+
+### Security Considerations
+
+Please note that anyone who signs in through your portal will be added to your organisation as a member.
+
+- **Domain Restrictions**: Use allowed domains to prevent unauthorized access
+- **Role Assignment**: Carefully consider the default organisation role for new users
+
+## Troubleshooting
+
+### Common Issues
+
+**"Invalid issuer URL"**
+
+- Verify the issuer URL is correct and accessible
+- Ensure the URL follows the OpenID Connect discovery format
+
+**"Client authentication failed"**
+
+- Check that your client ID and client secret are correct
+- Verify that your application is properly registered with your identity provider
+
+**"User not provisioned"**
+
+- Check that the user's email domain is in the allowed domains list
+- Verify the default organisation role is set correctly
+
+**"Redirect URI mismatch"**
+
+- Ensure the redirect URI in Documenso matches exactly what's configured in your identity provider
+- Check for any trailing slashes or protocol mismatches
+
+### Getting Help
+
+If you encounter issues with your SSO portal configuration:
+
+1. Review your identity provider's documentation for OpenID Connect setup
+2. Check the Documenso logs for detailed error messages
+3. Contact your identity provider's support for provider-specific issues
+
+<Callout type="info">
+  For additional support for SSO Portal configuration, contact our support team at
+  support@documenso.com.
+</Callout>
+
+## Identity Provider Guides
+
+For detailed setup instructions for specific identity providers:
+
+- [Microsoft Entra ID](/users/organisations/sso/microsoft-entra-id) - Complete guide for Azure AD configuration

apps/documentation/pages/users/organisations/sso/microsoft-entra-id.mdx

@@ -0,0 +1,76 @@
+---
+title: Microsoft Entra ID
+description: Learn how to configure Microsoft Entra ID (Azure AD) for your organisation's SSO portal.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Microsoft Entra ID Configuration
+
+Microsoft Entra ID (formerly Azure Active Directory) is a popular identity provider for enterprise SSO. This guide will walk you through creating an app registration and configuring it for use with your Documenso SSO portal.
+
+## Prerequisites
+
+- Access to Microsoft Entra ID (Azure AD) admin center
+- Access to your Documenso organisation as an administrator or manager
+
+<Callout type="warning">Each user in your Azure AD will need an email associated with it.</Callout>
+
+## Creating an App Registration
+
+<Steps>
+
+### Access Azure Portal
+
+1. Navigate to the Azure Portal
+2. Sign in with your Microsoft Entra ID administrator account
+3. Search for "Azure Active Directory" or "Microsoft Entra ID" in the search bar
+4. Click on "Microsoft Entra ID" from the results
+
+### Create App Registration
+
+1. In the left sidebar, click on "App registrations"
+2. Click the "New registration" button
+
+### Configure App Registration
+
+Fill in the registration form with the following details:
+
+- **Name**: Your preferred name (e.g. `Documenso SSO Portal`)
+- **Supported account types**: Choose based on your needs
+- **Redirect URI (Web)**: Found in the Documenso SSO portal settings page
+
+Click "Register" to create the app registration.
+
+### Get Client ID
+
+After registration, you'll be taken to the app's overview page. The **Application (client) ID** is displayed prominently - this is your Client ID for Documenso.
+
+### Create Client Secret
+
+1. In the left sidebar, click on "Certificates & secrets"
+2. Click "New client secret"
+3. Add a description (e.g., "Documenso SSO Secret")
+4. Choose an expiration period (recommended 12-24 months)
+5. Click "Add"
+
+Make sure you copy the "Secret value", not the "Secret ID", you won't be able to access it again after you leave the page.
+
+</Steps>
+
+## Getting Your OpenID Configuration URL
+
+1. In the Azure portal, go to "Microsoft Entra ID"
+2. Click on "Overview" in the left sidebar
+3. Click the "Endpoints" in the horizontal tab
+4. Copy the "OpenID Connect metadata document" value
+
+## Configure Documenso SSO Portal
+
+Now you have all the information needed to configure your Documenso SSO portal:
+
+- **Issuer URL**: The "OpenID Connect metadata document" value from the previous step
+- **Client ID**: The Application (client) ID from your app registration
+- **Client Secret**: The secret value you copied during creation

apps/documentation/pages/users/organisations/teams.mdx

@@ -0,0 +1,121 @@
+---
+title: Teams
+description: Learn how to create and manage teams in Documenso.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Teams
+
+Documenso teams allow you to collaborate with others on creating, sending and receiving documents within your organisation. Teams operate within the organisational structure and inherit settings and branding from their parent organisation.
+
+## Team Structure
+
+Teams provide focused collaboration spaces while benefiting from organisation-level management and settings.
+
+Each team within an organisation has its own:
+
+- Team members and roles
+- Documents and templates
+- Team-specific settings (that can override organisation defaults)
+- Team email and branding (if enabled)
+
+## Creating a Team
+
+Only members with the "Organisation Admin" or "Organisation Manager" role can create teams.
+
+<Steps>
+
+### Create Team
+
+To create a team, navigate to the organisation settings page and click the "Teams" tab. Then you can click the "Create Team" button.
+
+![Create Team Dialog](/teams/team-create.webp)
+
+### Name and URL
+
+When creating a team, you'll need to provide:
+
+- **Team Name**: The display name for your team
+- **Team URL**: A unique identifier for your team
+
+The team URL will follow this format:
+
+```bash
+https://app.documenso.com/t/<team-url>
+```
+
+You can select different names and URLs for your team, but we recommend using the same or similar names for consistency.
+
+![Documenso create team modal](/teams/team-create-dialog.webp)
+
+You can also decide whether to automatically inherit members from the organisation into the team. This means that all members of the organisation will have access to this team.
+
+Members with the "Organisation Admin" or "Organisation Manager" role will be assigned as "Team Admin" regardless of this setting. This will only affect members with the "Organisation Member" role, who will be added to the team as a "Team Member".
+
+Disabling this setting will remove all these members automatically. This can always be turned on or off later in the teams member settings page.
+
+</Steps>
+
+## Team Members
+
+After creating the team, you can add organisation members into your team using two methods:
+
+- Directly adding members to the team
+- Add members using groups
+
+### Directly adding members
+
+1. Navigate to the team settings member page
+2. Click the "Add Members" button
+3. Choose which members you want to add
+4. Assign the team roles for each team member
+
+If you want to add people outside of the organisation, you will need to invite them to the organisation first.
+
+See the [organisation members](/users/organisations/members#invite-organisation-members) page for more information.
+
+### Adding members using groups
+
+1. Navigate to the teams settings groups page
+2. Click the "Add groups" button
+3. Choose which groups you want to add
+4. Assign the team roles for each group
+
+See the [organisation groups](/users/organisations/groups) page for more information.
+
+### Team Member Roles
+
+You can assign different permissions to team members based on their roles. The roles available are:
+
+|     Role     | Manage Documents | Manage Team | Delete Team |
+| :----------: | :--------------: | :---------: | :---------: |
+|  Team Admin  |        ✅        |     ✅      |     ✅      |
+| Team Manager |        ✅        |     ✅      |     ❌      |
+| Team Member  |        ✅        |     ❌      |     ❌      |
+
+These roles can be used for document visibility and management as well.
+
+## Set a Team Email
+
+You can add a team email which allows you to:
+
+- See signing requests sent to this email (Team Inbox)
+- See documents sent from this email
+- Send documents on behalf of the team
+- Maintain consistent team branding in communications
+
+## Team Settings and Branding
+
+You can override preferences and settings from the Organisation on the Team level. See the following pages for more information:
+
+- [Document preferences](/users/documents/document-preferences)
+- [Branding preferences](/users/branding/branding-preferences)
+
+## What's next?
+
+- [Send your first document](/users/documents/sending-documents)
+- [Setup your default document preferences](/users/documents/document-preferences)
+- [Setup your default branding preferences](/users/branding)

apps/documentation/pages/users/profile.mdx

@@ -1,5 +1,5 @@
 ---
-title: User Profile
+title: Public Profile
 description: Learn how to set up your public profile on Documenso.
 ---
 
@@ -15,7 +15,7 @@ Documenso allows you to create a public profile to share your templates for anyo
 
 ### Navigate to Your Profile Settings
 
-Click on your profile picture in the top right corner and select "User settings". Then, navigate to the "Public Profile" tab to configure your profile.
+Click on your profile picture in the top right corner and select "Settings" or "Team Settings". Then, navigate to the "Public Profile" tab to configure your profile.
 
 ![The profile settings page](/public-profile/documenso-public-profile-settings.webp)
 
@@ -45,6 +45,8 @@ You can choose to make your profile public or private. Only you can access it if
 
 To make your profile public, toggle the switch to the right ("Show") at the top right-hand side of the page.
 
+![An example of a enabling a public profile on Documenso](/public-profile/documenso-enable-public-profile-settings.webp)
+
 ### (Optional) Link Templates
 
 Linking templates to your profile is optional, but it's what makes your profile helpful. Linking templates allow people to sign documents directly from your profile. As a result, we recommend linking at least one template you want to share with others.

apps/documentation/pages/users/signing-documents/_meta.json

@@ -1,4 +0,0 @@
-{
-  "index": "Send Documents",
-  "fields": "Document Fields"
-}

apps/documentation/providers/plausible.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import React from 'react';
 
 import NextPlausibleProvider from 'next-plausible';